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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 | $12,655 | $45,343-72.1% | $150,298-91.6% | $67,986-81.4% |
| Participation rate | 16.5% | 51.9%-35.3pp | 77.8%-61.2pp | 57.2%-40.7pp |
| Annual return | 15.10% | 33.28%-18.2pp | 62.79%-47.7pp | 31.67%-16.6pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $438 | $2,055-78.7% | $5,453-92.0% | $3,358-87.0% |
| Admin fee / account holder | $1,473 | $2,250-34.5% | $14,116-89.6% | $3,203-54.0% |