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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 | $14,534 | $84,953-82.9% | $163,379-91.1% | $82,637-82.4% |
| Participation rate | 9.2% | 65.9%-56.8pp | 76.8%-67.6pp | 68.1%-58.9pp |
| Annual return | 19.02% | 23.07%-4.1pp | 63.41%-44.4pp | 53.51%-34.5pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $395 | $4,326-90.9% | $6,282-93.7% | $4,126-90.4% |
| Admin fee / account holder | $637 | $7,921-92.0% | $9,818-93.5% | $7,339-91.3% |