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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 | $13,324 | $45,343-70.6% | $150,298-91.1% | $67,986-80.4% |
| Participation rate | 6.8% | 51.9%-45.0pp | 77.8%-70.9pp | 57.2%-50.4pp |
| Annual return | 21.41% | 33.28%-11.9pp | 62.79%-41.4pp | 31.67%-10.3pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $478 | $2,055-76.7% | $5,453-91.2% | $3,358-85.8% |
| Admin fee / account holder | $1,634 | $2,250-27.4% | $14,116-88.4% | $3,203-49.0% |