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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 | $19,599 | $101,302-80.7% | $149,600-86.9% | $82,637-76.3% |
| Participation rate | 35.7% | 72.5%-36.8pp | 77.2%-41.4pp | 68.1%-32.3pp |
| Annual return | 18.51% | 21.39%-2.9pp | 129.59%-111.1pp | 53.51%-35.0pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $4,193-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $720 | $5,589-87.1% | $7,203-90.0% | $4,126-82.5% |
| Admin fee / account holder | $1,212 | $8,449-85.7% | $13,963-91.3% | $7,339-83.5% |