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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 | $10,426 | $81,262-87.2% | $155,602-93.3% | $80,911-87.1% |
| Participation rate | 8.1% | 66.2%-58.1pp | 78.2%-70.1pp | 67.6%-59.5pp |
| Annual return | 17.16% | 33.34%-16.2pp | 64.81%-47.7pp | 35.63%-18.5pp |
| Employer contribution / active EE | $0 | $3,102-100.0% | $4,675-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $583 | $3,451-83.1% | $5,629-89.6% | $4,297-86.4% |
| Admin fee / account holder | $1,141 | $7,992-85.7% | $15,923-92.8% | $6,935-83.6% |