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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 | $47,968 | $36,002+33.2% | $161,489-70.3% | $64,728-25.9% |
| Participation rate | 0.4% | 57.4%-57.1pp | 78.7%-78.3pp | 57.9%-57.5pp |
| Annual return | 19.56% | 33.93%-14.4pp | 89.72%-70.2pp | 49.38%-29.8pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $4,268-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $13 | $1,815-99.3% | $5,630-99.8% | $2,729-99.5% |
| Admin fee / account holder | $807 | $931-13.3% | $16,006-95.0% | $1,145-29.5% |