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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 | $14,355 | $48,011-70.1% | $63,803-77.5% | $82,637-82.6% |
| Participation rate | 10.8% | 66.6%-55.7pp | 72.7%-61.9pp | 68.1%-57.2pp |
| Annual return | 18.44% | 19.84%-1.4pp | 543.72%-525.3pp | 53.51%-35.1pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $421 | $2,846-85.2% | $3,843-89.1% | $4,126-89.8% |
| Admin fee / account holder | $587 | $3,873-84.8% | $5,196-88.7% | $7,339-92.0% |