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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 | $7,945 | $55,932-85.8% | $76,735-89.6% | $67,986-88.3% |
| Participation rate | 18.2% | 50.8%-32.6pp | 69.5%-51.3pp | 57.2%-39.0pp |
| Annual return | 29.91% | 23.10%+6.8pp | 29.77%+0.1pp | 31.67%-1.8pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,454-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $532 | $2,558-79.2% | $4,088-87.0% | $3,358-84.2% |
| Admin fee / account holder | $670 | $4,907-86.3% | $7,189-90.7% | $3,203-79.1% |