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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 | $10,440 | $100,262-89.6% | $81,370-87.2% | $145,897-92.8% |
| Participation rate | 30.8% | 74.3%-43.5pp | 69.5%-38.8pp | 80.3%-49.5pp |
| Annual return | 20.46% | 34.52%-14.1pp | 24.85%-4.4pp | 552.29%-531.8pp |
| Employer contribution / active EE | $0 | $2,979-100.0% | $2,464-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $296 | $4,612-93.6% | $3,885-92.4% | $6,689-95.6% |
| Admin fee / account holder | $394 | $8,163-95.2% | $5,749-93.1% | $13,390-97.1% |