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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 | $16,735 | $118,875-85.9% | $96,572-82.7% | $167,553-90.0% |
| Participation rate | 13.6% | 75.5%-61.9pp | 69.8%-56.2pp | 82.1%-68.5pp |
| Annual return | 20.84% | 50.50%-29.7pp | 37.79%-17.0pp | 478.89%-458.1pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $305 | $4,617-93.4% | $3,850-92.1% | $6,343-95.2% |
| Admin fee / account holder | $393 | $8,070-95.1% | $6,183-93.6% | $12,316-96.8% |