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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 | $12,772 | $77,908-83.6% | $149,696-91.5% | $75,173-83.0% |
| Participation rate | 14.9% | 65.6%-50.7pp | 78.8%-63.9pp | 67.2%-52.3pp |
| Annual return | 20.62% | 31.73%-11.1pp | 134.46%-113.8pp | 160.72%-140.1pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $746 | $3,411-78.1% | $5,682-86.9% | $4,126-81.9% |
| Admin fee / account holder | $1,148 | $5,950-80.7% | $13,212-91.3% | $5,651-79.7% |