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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,242 | $78,690-78.1% | $161,489-89.3% | $87,485-80.3% |
| Participation rate | 10.2% | 67.5%-57.3pp | 78.7%-68.5pp | 68.9%-58.8pp |
| Annual return | 17.98% | 32.74%-14.8pp | 89.72%-71.7pp | 26.06%-8.1pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $562 | $3,311-83.0% | $5,630-90.0% | $4,274-86.9% |
| Admin fee / account holder | $1,407 | $6,724-79.1% | $16,006-91.2% | $7,775-81.9% |