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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 | $18,467 | $208,088-91.1% | $186,193-90.1% | $154,746-88.1% |
| Participation rate | 13.3% | 80.0%-66.7pp | 77.1%-63.8pp | 80.7%-67.4pp |
| Annual return | 11.06% | 89.97%-78.9pp | 78.03%-67.0pp | 172.34%-161.3pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $78 | $7,078-98.9% | $6,513-98.8% | $6,730-98.8% |
| Admin fee / account holder | $321 | $11,698-97.3% | $11,058-97.1% | $14,365-97.8% |