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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 | $12,590 | $76,407-83.5% | $150,298-91.6% | $82,448-84.7% |
| Participation rate | 9.8% | 66.4%-56.6pp | 77.8%-68.0pp | 68.1%-58.3pp |
| Annual return | 13.31% | 39.99%-26.7pp | 62.79%-49.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $150 | $3,214-95.3% | $5,453-97.2% | $4,139-96.4% |
| Admin fee / account holder | $303 | $6,352-95.2% | $14,116-97.9% | $7,234-95.8% |