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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 | $34,200 | $70,430-51.4% | $96,572-64.6% | $85,851-60.2% |
| Participation rate | 15.4% | 61.8%-46.4pp | 69.8%-54.4pp | 69.3%-53.9pp |
| Annual return | 26.91% | 18.58%+8.3pp | 37.79%-10.9pp | 318.63%-291.7pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $652 | $2,894-77.5% | $3,850-83.1% | $3,952-83.5% |
| Admin fee / account holder | $607 | $4,996-87.9% | $6,183-90.2% | $6,261-90.3% |