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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 | $11,291 | $29,051-61.1% | $52,425-78.5% | $67,986-83.4% |
| Participation rate | 1.6% | 30.4%-28.8pp | 55.6%-54.0pp | 57.2%-55.6pp |
| Annual return | 26.61% | 24.00%+2.6pp | 302.12%-275.5pp | 31.67%-5.1pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $120 | $873-86.2% | $1,790-93.3% | $3,358-96.4% |
| Admin fee / account holder | $1,051 | $2,113-50.3% | $2,495-57.9% | $3,203-67.2% |