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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 | $12,155 | $111,535-89.1% | $105,223-88.4% | $137,256-91.1% |
| Participation rate | 13.0% | 78.1%-65.0pp | 75.0%-62.0pp | 80.0%-66.9pp |
| Annual return | 19.48% | 237.85%-218.4pp | 180.65%-161.2pp | 220.34%-200.9pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $365 | $5,500-93.4% | $5,072-92.8% | $6,407-94.3% |
| Admin fee / account holder | $1,657 | $9,721-83.0% | $8,859-81.3% | $12,270-86.5% |