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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 | $14,418 | $172,111-91.6% | $150,298-90.4% | $137,256-89.5% |
| Participation rate | 31.8% | 81.7%-49.9pp | 77.8%-45.9pp | 80.0%-48.1pp |
| Annual return | 14.97% | 69.37%-54.4pp | 62.79%-47.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,200 | $6,166-80.5% | $5,453-78.0% | $6,407-81.3% |
| Admin fee / account holder | $5,138 | $16,471-68.8% | $14,116-63.6% | $12,270-58.1% |