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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 | $18,621 | $134,817-86.2% | $123,973-85.0% | $155,188-88.0% |
| Participation rate | 13.6% | 79.4%-65.8pp | 76.7%-63.0pp | 80.8%-67.2pp |
| Annual return | 13.85% | 515.49%-501.6pp | 388.13%-374.3pp | 148.84%-135.0pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $326 | $5,706-94.3% | $5,247-93.8% | $6,531-95.0% |
| Admin fee / account holder | $405 | $13,245-96.9% | $11,799-96.6% | $14,480-97.2% |