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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 | $20,946 | $46,464-54.9% | $150,298-86.1% | $79,634-73.7% |
| Participation rate | 7.4% | 57.0%-49.6pp | 77.8%-70.4pp | 62.5%-55.1pp |
| Annual return | 14.07% | 27.89%-13.8pp | 62.79%-48.7pp | 36.46%-22.4pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $362 | $2,157-83.2% | $5,453-93.4% | $3,835-90.6% |
| Admin fee / account holder | $1,794 | $891+101.4% | $14,116-87.3% | $1,002+79.1% |