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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 | $14,508 | $172,111-91.6% | $150,298-90.3% | $137,256-89.4% |
| Participation rate | 63.2% | 81.7%-18.6pp | 77.8%-14.6pp | 80.0%-16.8pp |
| Annual return | 19.23% | 69.37%-50.1pp | 62.79%-43.6pp | 220.34%-201.1pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,240 | $6,166-79.9% | $5,453-77.3% | $6,407-80.6% |
| Admin fee / account holder | $454 | $16,471-97.2% | $14,116-96.8% | $12,270-96.3% |