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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 | $6,861 | $55,889-87.7% | $76,119-91.0% | $80,935-91.5% |
| Participation rate | 13.0% | 62.1%-49.0pp | 69.1%-56.0pp | 67.7%-54.6pp |
| Annual return | 11.19% | 20.58%-9.4pp | 361.25%-350.1pp | 35.66%-24.5pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $284 | $3,051-90.7% | $4,259-93.3% | $4,299-93.4% |
| Admin fee / account holder | $565 | $5,241-89.2% | $6,421-91.2% | $6,924-91.8% |