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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 | $11,793 | $51,638-77.2% | $129,406-90.9% | $80,959-85.4% |
| Participation rate | 12.9% | 56.9%-44.0pp | 69.6%-56.7pp | 67.7%-54.8pp |
| Annual return | 11.35% | 20.78%-9.4pp | 9468.18%-9456.8pp | 35.67%-24.3pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $570 | $2,670-78.7% | $4,167-86.3% | $4,300-86.8% |
| Admin fee / account holder | $2,658 | $4,313-38.4% | $7,689-65.4% | $6,925-61.6% |