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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 | $10,821 | $73,107-85.2% | $114,563-90.6% | $87,485-87.6% |
| Participation rate | 12.0% | 65.8%-53.8pp | 72.9%-60.9pp | 68.9%-56.9pp |
| Annual return | 15.26% | 19.47%-4.2pp | 241.09%-225.8pp | 26.06%-10.8pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $132 | $3,144-95.8% | $4,142-96.8% | $4,274-96.9% |
| Admin fee / account holder | $1,260 | $5,770-78.2% | $7,623-83.5% | $7,775-83.8% |