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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 | $17,648 | $78,690-77.6% | $161,489-89.1% | $87,485-79.8% |
| Participation rate | 17.8% | 67.5%-49.7pp | 78.7%-60.9pp | 68.9%-51.2pp |
| Annual return | 27.46% | 32.74%-5.3pp | 89.72%-62.3pp | 26.06%+1.4pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $382 | $3,311-88.5% | $5,630-93.2% | $4,274-91.1% |
| Admin fee / account holder | $20,704 | $6,724+207.9% | $16,006+29.4% | $7,775+166.3% |