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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 | $8,636 | $36,948-76.6% | $73,658-88.3% | $87,485-90.1% |
| Participation rate | 2.3% | 46.8%-44.5pp | 57.0%-54.8pp | 68.9%-66.7pp |
| Annual return | 14.61% | 28.64%-14.0pp | 29.72%-15.1pp | 26.06%-11.4pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $48 | $1,379-96.5% | $2,062-97.7% | $4,274-98.9% |
| Admin fee / account holder | $340 | $2,531-86.6% | $3,357-89.9% | $7,775-95.6% |