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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 | $17,331 | $181,062-90.4% | $158,223-89.0% | $155,188-88.8% |
| Participation rate | 37.5% | 82.7%-45.2pp | 79.2%-41.7pp | 80.8%-43.3pp |
| Annual return | 15.59% | 57.39%-41.8pp | 52.09%-36.5pp | 148.84%-133.2pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $4,109-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $318 | $6,134-94.8% | $5,467-94.2% | $6,531-95.1% |
| Admin fee / account holder | $1,402 | $18,825-92.6% | $16,047-91.3% | $14,480-90.3% |