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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 | $9,824 | $59,440-83.5% | $78,004-87.4% | $82,637-88.1% |
| Participation rate | 13.2% | 62.8%-49.6pp | 69.4%-56.2pp | 68.1%-54.8pp |
| Annual return | 17.38% | 40.24%-22.9pp | 31.07%-13.7pp | 53.51%-36.1pp |
| Employer contribution / active EE | $0 | $1,750-100.0% | $2,469-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $357 | $3,138-88.6% | $4,092-91.3% | $4,126-91.4% |
| Admin fee / account holder | $803 | $5,504-85.4% | $7,578-89.4% | $7,339-89.1% |