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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 | $16,449 | $48,337-66.0% | $67,560-75.7% | $80,959-79.7% |
| Participation rate | 60.7% | 66.4%-5.7pp | 72.9%-12.2pp | 67.7%-7.0pp |
| Annual return | 12.92% | 18.26%-5.3pp | 3533.50%-3520.6pp | 35.67%-22.7pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $359 | $2,928-87.7% | $4,004-91.0% | $4,300-91.7% |
| Admin fee / account holder | $1,540 | $3,695-58.3% | $3,994-61.4% | $6,925-77.8% |