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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 | $11,162 | $19,646-43.2% | $71,585-84.4% | $64,097-82.6% |
| Participation rate | 6.7% | 64.7%-58.0pp | 68.2%-61.5pp | 55.2%-48.5pp |
| Annual return | 23.14% | 36.81%-13.7pp | 59.26%-36.1pp | 34.64%-11.5pp |
| Employer contribution / active EE | $0 | $713-100.0% | $1,669-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $537 | $1,665-67.7% | $2,923-81.6% | $3,080-82.6% |
| Admin fee / account holder | $1,116 | $1,850-39.7% | $4,712-76.3% | $3,454-67.7% |