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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 | $6,591 | $55,889-88.2% | $76,119-91.3% | $80,935-91.9% |
| Participation rate | 31.5% | 62.1%-30.6pp | 69.1%-37.6pp | 67.7%-36.2pp |
| Annual return | 10.80% | 20.58%-9.8pp | 361.25%-350.4pp | 35.66%-24.9pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $862 | $3,051-71.8% | $4,259-79.8% | $4,299-80.0% |
| Admin fee / account holder | $1,489 | $5,241-71.6% | $6,421-76.8% | $6,924-78.5% |