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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 | $81,233-81.1% | $155,567-90.1% | $80,874-81.0% |
| Participation rate | 23.4% | 66.2%-42.8pp | 78.2%-54.8pp | 67.6%-44.2pp |
| Annual return | 14.69% | 33.33%-18.6pp | 64.74%-50.0pp | 35.62%-20.9pp |
| Employer contribution / active EE | $0 | $3,101-100.0% | $4,674-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $596 | $3,452-82.7% | $5,628-89.4% | $4,297-86.1% |
| Admin fee / account holder | $756 | $7,998-90.6% | $15,916-95.3% | $6,935-89.1% |