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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 | $11,268 | $45,312-75.1% | $86,233-86.9% | $67,986-83.4% |
| Participation rate | 30.1% | 42.4%-12.3pp | 69.0%-38.9pp | 57.2%-27.1pp |
| Annual return | 16.41% | 24.79%-8.4pp | 61.39%-45.0pp | 31.67%-15.3pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $380 | $2,185-82.6% | $4,559-91.7% | $3,358-88.7% |
| Admin fee / account holder | $2,060 | $3,295-37.5% | $8,342-75.3% | $3,203-35.7% |