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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 | $14,656 | $54,690-73.2% | $76,030-80.7% | $74,478-80.3% |
| Participation rate | 14.7% | 60.3%-45.7pp | 69.1%-54.4pp | 67.2%-52.6pp |
| Annual return | 11.19% | 31.92%-20.7pp | 361.54%-350.3pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,688-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $896 | $3,070-70.8% | $4,257-79.0% | $4,350-79.4% |
| Admin fee / account holder | $621 | $2,240-72.3% | $6,421-90.3% | $1,946-68.1% |