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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 | $21,294 | $91,198-76.7% | $178,503-88.1% | $79,856-73.3% |
| Participation rate | 41.8% | 69.2%-27.5pp | 81.9%-40.2pp | 69.6%-27.9pp |
| Annual return | 19.83% | 24.20%-4.4pp | 151.12%-131.3pp | 31.71%-11.9pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $794 | $3,237-75.5% | $5,202-84.7% | $3,741-78.8% |
| Admin fee / account holder | $419 | $6,748-93.8% | $13,987-97.0% | $5,306-92.1% |