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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 | $16,920 | $108,882-84.5% | $96,754-82.5% | $154,746-89.1% |
| Participation rate | 29.4% | 75.1%-45.7pp | 70.3%-40.9pp | 80.7%-51.3pp |
| Annual return | 12.57% | 98.39%-85.8pp | 82.04%-69.5pp | 172.34%-159.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,679-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $315 | $5,323-94.1% | $4,758-93.4% | $6,730-95.3% |
| Admin fee / account holder | $895 | $10,200-91.2% | $8,905-89.9% | $14,365-93.8% |