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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 | $13,006 | $103,038-87.4% | $90,324-85.6% | $152,909-91.5% |
| Participation rate | 27.3% | 75.9%-48.6pp | 73.3%-46.0pp | 82.5%-55.2pp |
| Annual return | 11.56% | 95.25%-83.7pp | 78.15%-66.6pp | 345.46%-333.9pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $521 | $4,282-87.8% | $3,885-86.6% | $5,851-91.1% |
| Admin fee / account holder | $400 | $6,177-93.5% | $5,356-92.5% | $11,601-96.5% |