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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 | $22,329 | $109,908-79.7% | $97,161-77.0% | $145,978-84.7% |
| Participation rate | 41.2% | 75.9%-34.8pp | 72.7%-31.5pp | 80.3%-39.1pp |
| Annual return | 16.25% | 243.80%-227.5pp | 75.36%-59.1pp | 550.52%-534.3pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $160 | $4,679-96.6% | $4,265-96.3% | $6,690-97.6% |
| Admin fee / account holder | $328 | $6,213-94.7% | $5,647-94.2% | $13,400-97.6% |