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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 | $13,647 | $29,569-53.8% | $56,077-75.7% | $77,714-82.4% |
| Participation rate | 3.8% | 32.6%-28.9pp | 52.5%-48.7pp | 70.6%-66.8pp |
| Annual return | 27.13% | 18.90%+8.2pp | 1709.28%-1682.1pp | 31.26%-4.1pp |
| Employer contribution / active EE | $0 | $569-100.0% | $1,040-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $240 | $1,061-77.4% | $1,954-87.7% | $4,649-94.8% |
| Admin fee / account holder | $315 | $1,042-69.8% | $2,825-88.9% | $433-27.4% |