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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 | $33,351 | $123,000-72.9% | $105,582-68.4% | $198,609-83.2% |
| Participation rate | 0.0% | 76.8%-76.8pp | 71.8%-71.8pp | 82.4%-82.4pp |
| Annual return | 21.99% | 18.31%+3.7pp | 18.61%+3.4pp | 202.70%-180.7pp |
| Employer contribution / active EE | $0 | $3,582-100.0% | $2,984-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,338 | $5,013-73.3% | $4,353-69.3% | $6,977-80.8% |
| Admin fee / account holder | $330 | $16,254-98.0% | $12,856-97.4% | $19,030-98.3% |