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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 | $8,299 | $57,140-85.5% | $85,240-90.3% | $80,959-89.7% |
| Participation rate | 11.4% | 56.4%-45.0pp | 67.5%-56.1pp | 67.7%-56.2pp |
| Annual return | 25.52% | 21.71%+3.8pp | 66.75%-41.2pp | 35.67%-10.2pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $698 | $3,115-77.6% | $4,527-84.6% | $4,300-83.8% |
| Admin fee / account holder | $1,308 | $4,992-73.8% | $6,165-78.8% | $6,925-81.1% |