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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 | $112,184-92.4% | - | $145,884-94.2% |
| Participation rate | 27.3% | 68.9%-41.6pp | - | 80.3%-53.0pp |
| Annual return | 16.07% | 21.73%-5.7pp | - | 551.85%-535.8pp |
| Employer contribution / active EE | $0 | $5,728-100.0% | - | $4,662-100.0% |
| Participant deferral / active EE | $460 | $5,637-91.8% | - | $6,690-93.1% |
| Admin fee / account holder | $338 | $6,256-94.6% | - | $13,392-97.5% |