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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 | $25,387 | $124,336-79.6% | $111,303-77.2% | $167,518-84.8% |
| Participation rate | 38.1% | 79.6%-41.5pp | 77.3%-39.2pp | 82.1%-44.0pp |
| Annual return | 10.98% | 37.45%-26.5pp | 54.66%-43.7pp | 478.71%-467.7pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $179 | $5,181-96.6% | $4,487-96.0% | $6,342-97.2% |
| Admin fee / account holder | $418 | $10,623-96.1% | $7,966-94.8% | $12,312-96.6% |