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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 | $16,744 | $57,590-70.9% | $86,233-80.6% | $82,448-79.7% |
| Participation rate | 8.6% | 57.9%-49.3pp | 69.0%-60.4pp | 68.1%-59.5pp |
| Annual return | 19.09% | 22.41%-3.3pp | 61.39%-42.3pp | 41.64%-22.5pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $376 | $3,080-87.8% | $4,559-91.8% | $4,139-90.9% |
| Admin fee / account holder | $1,438 | $4,730-69.6% | $8,342-82.8% | $7,234-80.1% |