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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 | $11,618 | $48,337-76.0% | $67,560-82.8% | $80,959-85.7% |
| Participation rate | 16.4% | 66.4%-50.0pp | 72.9%-56.5pp | 67.7%-51.3pp |
| Annual return | 14.77% | 18.26%-3.5pp | 3533.50%-3518.7pp | 35.67%-20.9pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $211 | $2,928-92.8% | $4,004-94.7% | $4,300-95.1% |
| Admin fee / account holder | $317 | $3,695-91.4% | $3,994-92.1% | $6,925-95.4% |