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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 | $12,641 | $81,358-84.5% | $155,556-91.9% | $80,959-84.4% |
| Participation rate | 11.1% | 66.3%-55.2pp | 78.2%-67.1pp | 67.7%-56.6pp |
| Annual return | 12.20% | 33.39%-21.2pp | 64.84%-52.6pp | 35.67%-23.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $383 | $3,455-88.9% | $5,631-93.2% | $4,300-91.1% |
| Admin fee / account holder | $7,481 | $7,994-6.4% | $15,885-52.9% | $6,925+8.0% |