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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 | $27,964 | $113,338-75.3% | $94,993-70.6% | $147,586-81.1% |
| Participation rate | 27.3% | 78.0%-50.7pp | 73.9%-46.6pp | 82.8%-55.6pp |
| Annual return | 15.51% | 20.80%-5.3pp | 27.14%-11.6pp | 578.59%-563.1pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $142 | $3,777-96.2% | $3,317-95.7% | $5,439-97.4% |
| Admin fee / account holder | $2,756 | $6,063-54.5% | $4,960-44.4% | $10,886-74.7% |