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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 | $13,382 | $81,331-83.5% | $155,534-91.4% | $80,935-83.5% |
| Participation rate | 16.5% | 66.3%-49.8pp | 78.2%-61.8pp | 67.7%-51.2pp |
| Annual return | 11.88% | 33.37%-21.5pp | 64.92%-53.0pp | 35.66%-23.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $643 | $3,454-81.4% | $5,630-88.6% | $4,299-85.0% |
| Admin fee / account holder | $414 | $7,999-94.8% | $15,900-97.4% | $6,924-94.0% |