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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 | $6,939 | $35,183-80.3% | $73,545-90.6% | $70,124-90.1% |
| Participation rate | 5.9% | 42.9%-37.0pp | 54.9%-49.0pp | 69.5%-63.7pp |
| Annual return | 17.33% | 26.90%-9.6pp | -15.16%+32.5pp | 73.14%-55.8pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $53 | $1,220-95.7% | $1,806-97.1% | $3,332-98.4% |
| Admin fee / account holder | $303 | $2,302-86.8% | $2,320-86.9% | $4,645-93.5% |