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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 | $16,563 | $55,889-70.4% | $76,119-78.2% | $80,935-79.5% |
| Participation rate | 36.7% | 62.1%-25.3pp | 69.1%-32.3pp | 67.7%-30.9pp |
| Annual return | 11.78% | 20.58%-8.8pp | 361.25%-349.5pp | 35.66%-23.9pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $808 | $3,051-73.5% | $4,259-81.0% | $4,299-81.2% |
| Admin fee / account holder | $846 | $5,241-83.9% | $6,421-86.8% | $6,924-87.8% |