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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 | $15,373 | $81,358-81.1% | $155,556-90.1% | $80,959-81.0% |
| Participation rate | 23.4% | 66.3%-42.9pp | 78.2%-54.8pp | 67.7%-44.3pp |
| Annual return | 14.69% | 33.39%-18.7pp | 64.84%-50.1pp | 35.67%-21.0pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $596 | $3,455-82.8% | $5,631-89.4% | $4,300-86.1% |
| Admin fee / account holder | $756 | $7,994-90.5% | $15,885-95.2% | $6,925-89.1% |