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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 | $15,988 | $48,314-66.9% | $67,561-76.3% | $80,925-80.2% |
| Participation rate | 23.4% | 66.4%-43.0pp | 72.9%-49.5pp | 67.7%-44.3pp |
| Annual return | 11.63% | 18.28%-6.6pp | 3525.44%-3513.8pp | 35.65%-24.0pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $485 | $2,927-83.4% | $4,003-87.9% | $4,299-88.7% |
| Admin fee / account holder | $2,574 | $3,690-30.2% | $4,006-35.8% | $6,940-62.9% |