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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 | $23,359 | $70,430-66.8% | $96,572-75.8% | $85,851-72.8% |
| Participation rate | 9.3% | 61.8%-52.5pp | 69.8%-60.5pp | 69.3%-60.0pp |
| Annual return | 11.63% | 18.58%-6.9pp | 37.79%-26.2pp | 318.63%-307.0pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $353 | $2,894-87.8% | $3,850-90.8% | $3,952-91.1% |
| Admin fee / account holder | $1,828 | $4,996-63.4% | $6,183-70.4% | $6,261-70.8% |