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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 | $44,301 | $62,177-28.8% | $81,370-45.6% | $74,478-40.5% |
| Participation rate | 16.0% | 64.1%-48.0pp | 69.5%-53.5pp | 67.2%-51.2pp |
| Annual return | 15.13% | 16.62%-1.5pp | 24.85%-9.7pp | 1370.56%-1355.4pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,464-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $889 | $3,219-72.4% | $3,885-77.1% | $4,350-79.6% |
| Admin fee / account holder | $941 | $1,927-51.2% | $5,749-83.6% | $1,946-51.6% |