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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 | $13,558 | $81,276-83.3% | $155,574-91.3% | $80,925-83.2% |
| Participation rate | 22.2% | 66.2%-44.0pp | 78.2%-56.0pp | 67.7%-45.4pp |
| Annual return | 13.11% | 33.36%-20.3pp | 64.87%-51.8pp | 35.65%-22.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $471 | $3,453-86.3% | $5,629-91.6% | $4,299-89.0% |
| Admin fee / account holder | $1,005 | $7,993-87.4% | $15,914-93.7% | $6,940-85.5% |