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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 | $22,966 | $110,212-79.2% | $96,534-76.2% | $139,466-83.5% |
| Participation rate | 57.1% | 78.1%-21.0pp | 76.0%-18.8pp | 80.3%-23.2pp |
| Annual return | 13.29% | 26.42%-13.1pp | 25.88%-12.6pp | 373.66%-360.4pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,018 | $5,547-81.6% | $4,851-79.0% | $6,712-84.8% |
| Admin fee / account holder | $338 | $11,599-97.1% | $8,253-95.9% | $11,409-97.0% |