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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 | $24,812 | $36,904-32.8% | $158,223-84.3% | $65,191-61.9% |
| Participation rate | 12.9% | 62.1%-49.2pp | 79.2%-66.3pp | 63.0%-50.1pp |
| Annual return | 14.97% | 24.43%-9.5pp | 52.09%-37.1pp | 51.24%-36.3pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,109-100.0% | $2,400-100.0% |
| Participant deferral / active EE | $528 | $1,936-72.7% | $5,467-90.3% | $2,671-80.2% |
| Admin fee / account holder | $1,008 | $793+27.1% | $16,047-93.7% | $907+11.1% |