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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 | $18,046 | $108,201-83.3% | $77,498-76.7% | $158,931-88.6% |
| Participation rate | 30.0% | 64.4%-34.4pp | 54.2%-24.2pp | 82.0%-52.0pp |
| Annual return | 12.34% | 31.68%-19.3pp | 54.79%-42.5pp | 302.86%-290.5pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $81 | $2,457-96.7% | $1,861-95.7% | $5,982-98.6% |
| Admin fee / account holder | $534 | $3,709-85.6% | $2,858-81.3% | $11,247-95.2% |