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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 | $15,782 | $77,908-79.7% | $149,696-89.5% | $75,173-79.0% |
| Participation rate | 9.5% | 65.6%-56.1pp | 78.8%-69.3pp | 67.2%-57.7pp |
| Annual return | 19.01% | 31.73%-12.7pp | 134.46%-115.4pp | 160.72%-141.7pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $420 | $3,411-87.7% | $5,682-92.6% | $4,126-89.8% |
| Admin fee / account holder | $5,002 | $5,950-15.9% | $13,212-62.1% | $5,651-11.5% |