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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 | $33,090 | $85,660-61.4% | $129,031-74.4% | $85,660-61.4% |
| Participation rate | 2.7% | 74.8%-72.1pp | 73.4%-70.6pp | 74.8%-72.1pp |
| Annual return | 12.17% | 19.52%-7.3pp | 34.67%-22.5pp | 19.52%-7.3pp |
| Employer contribution / active EE | $0 | $4,199-100.0% | $3,226-100.0% | $4,199-100.0% |
| Participant deferral / active EE | $112 | $3,518-96.8% | $5,217-97.8% | $3,518-96.8% |
| Admin fee / account holder | $1,102 | $224+392.1% | $13,208-91.7% | $224+392.1% |