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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 | $12,838 | $49,024-73.8% | $112,860-88.6% | $87,485-85.3% |
| Participation rate | 6.5% | 62.2%-55.7pp | 66.3%-59.9pp | 68.9%-62.5pp |
| Annual return | 13.46% | 43.86%-30.4pp | 35.26%-21.8pp | 26.06%-12.6pp |
| Employer contribution / active EE | $0 | $1,290-100.0% | $2,206-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $34 | $2,209-98.4% | $3,493-99.0% | $4,274-99.2% |
| Admin fee / account holder | $746 | $6,266-88.1% | $6,841-89.1% | $7,775-90.4% |