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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 | $19,035 | $211,239-91.0% | $178,528-89.3% | $145,877-87.0% |
| Participation rate | 53.3% | 80.8%-27.5pp | 77.1%-23.8pp | 80.3%-27.0pp |
| Annual return | 10.89% | 30.22%-19.3pp | 27.11%-16.2pp | 551.28%-540.4pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $956 | $6,963-86.3% | $6,278-84.8% | $6,691-85.7% |
| Admin fee / account holder | $1,750 | $12,095-85.5% | $10,419-83.2% | $13,402-86.9% |