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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 | $15,808 | $45,031-64.9% | $85,009-81.4% | $77,671-79.6% |
| Participation rate | 12.2% | 48.7%-36.5pp | 67.5%-55.3pp | 70.6%-58.4pp |
| Annual return | 66.99% | 79.22%-12.2pp | 66.47%+0.5pp | 31.21%+35.8pp |
| Employer contribution / active EE | $0 | $1,609-100.0% | $2,728-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $444 | $2,807-84.2% | $4,522-90.2% | $4,648-90.5% |
| Admin fee / account holder | $969 | $912+6.3% | $6,153-84.3% | $430+125.1% |