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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 | $17,955 | $69,590-74.2% | $136,867-86.9% | $94,015-80.9% |
| Participation rate | 47.3% | 66.3%-19.0pp | 74.5%-27.2pp | 70.8%-23.5pp |
| Annual return | 10.90% | 19.62%-8.7pp | 42.97%-32.1pp | 17.84%-6.9pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $437 | $3,437-87.3% | $4,924-91.1% | $4,249-89.7% |
| Admin fee / account holder | $1,408 | $8,912-84.2% | $10,340-86.4% | $8,951-84.3% |