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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 | $15,622 | $91,167-82.9% | $178,498-91.2% | $79,858-80.4% |
| Participation rate | 29.1% | 69.2%-40.1pp | 81.9%-52.8pp | 69.6%-40.5pp |
| Annual return | 15.13% | 24.19%-9.1pp | 151.09%-136.0pp | 31.72%-16.6pp |
| Employer contribution / active EE | $0 | $3,255-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $502 | $3,236-84.5% | $5,202-90.3% | $3,740-86.6% |
| Admin fee / account holder | $1,738 | $6,747-74.2% | $13,985-87.6% | $5,306-67.2% |