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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 | $8,913 | $25,014-64.4% | $69,623-87.2% | $80,935-89.0% |
| Participation rate | 48.4% | 64.2%-15.8pp | 66.4%-18.0pp | 67.7%-19.3pp |
| Annual return | 13.92% | 19.08%-5.2pp | 101.23%-87.3pp | 35.66%-21.7pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,709-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $761 | $1,840-58.6% | $2,890-73.7% | $4,299-82.3% |
| Admin fee / account holder | $614 | $2,491-75.3% | $4,696-86.9% | $6,924-91.1% |