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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 | $11,574 | $77,908-85.1% | $149,696-92.3% | $75,173-84.6% |
| Participation rate | 13.9% | 65.6%-51.7pp | 78.8%-64.9pp | 67.2%-53.3pp |
| Annual return | 19.61% | 31.73%-12.1pp | 134.46%-114.8pp | 160.72%-141.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $301 | $3,411-91.2% | $5,682-94.7% | $4,126-92.7% |
| Admin fee / account holder | $1,338 | $5,950-77.5% | $13,212-89.9% | $5,651-76.3% |