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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 | $87,561 | $29,051+201.4% | $52,425+67.0% | $67,986+28.8% |
| Participation rate | 0.9% | 30.4%-29.6pp | 55.6%-54.8pp | 57.2%-56.3pp |
| Annual return | 23.49% | 24.00%-0.5pp | 302.12%-278.6pp | 31.67%-8.2pp |
| Employer contribution / active EE | $0 | $412-100.0% | $914-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $116 | $873-86.7% | $1,790-93.5% | $3,358-96.5% |
| Admin fee / account holder | $324 | $2,113-84.7% | $2,495-87.0% | $3,203-89.9% |