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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 | $26,776 | $104,709-74.4% | $85,705-68.8% | $167,553-84.0% |
| Participation rate | 55.6% | 76.4%-20.8pp | 69.9%-14.3pp | 82.1%-26.6pp |
| Annual return | 10.17% | 21.45%-11.3pp | 21.49%-11.3pp | 478.89%-468.7pp |
| Employer contribution / active EE | $0 | $3,338-100.0% | $2,619-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $165 | $4,827-96.6% | $3,924-95.8% | $6,343-97.4% |
| Admin fee / account holder | $390 | $10,036-96.1% | $6,877-94.3% | $12,316-96.8% |