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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 | $13,021 | $172,111-92.4% | $150,298-91.3% | $137,256-90.5% |
| Participation rate | 17.6% | 81.7%-64.1pp | 77.8%-60.1pp | 80.0%-62.3pp |
| Annual return | 12.46% | 69.37%-56.9pp | 62.79%-50.3pp | 220.34%-207.9pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $366 | $6,166-94.1% | $5,453-93.3% | $6,407-94.3% |
| Admin fee / account holder | $944 | $16,471-94.3% | $14,116-93.3% | $12,270-92.3% |