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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 | $31,543 | $35,183-10.3% | $73,550-57.1% | $70,126-55.0% |
| Participation rate | 11.9% | 42.9%-31.0pp | 54.9%-43.0pp | 69.5%-57.6pp |
| Annual return | 13.57% | 26.90%-13.3pp | -15.16%+28.7pp | 73.15%-59.6pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $129 | $1,220-89.5% | $1,804-92.9% | $3,332-96.1% |
| Admin fee / account holder | $324 | $2,302-85.9% | $2,320-86.0% | $4,645-93.0% |