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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 | $8,481 | $113,174-92.5% | - | $145,897-94.2% |
| Participation rate | 27.3% | 68.8%-41.5pp | - | 80.3%-53.0pp |
| Annual return | 16.07% | 21.70%-5.6pp | - | 552.29%-536.2pp |
| Employer contribution / active EE | $0 | $5,760-100.0% | - | $4,663-100.0% |
| Participant deferral / active EE | $460 | $5,566-91.7% | - | $6,689-93.1% |
| Admin fee / account holder | $338 | $6,302-94.6% | - | $13,390-97.5% |