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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 | $15,518 | $77,638-80.0% | $156,551-90.1% | $62,881-75.3% |
| Participation rate | 31.0% | 71.2%-40.2pp | 84.0%-53.0pp | 69.3%-38.3pp |
| Annual return | 7.67% | 50.33%-42.7pp | 32.23%-24.6pp | 20.14%-12.5pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $772 | $3,046-74.7% | $4,871-84.2% | $3,203-75.9% |
| Admin fee / account holder | $864 | $5,561-84.5% | $13,028-93.4% | $4,296-79.9% |