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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 | $25,095 | $72,607-65.4% | $90,259-72.2% | $87,485-71.3% |
| Participation rate | 7.1% | 64.8%-57.7pp | 70.7%-63.6pp | 68.9%-61.8pp |
| Annual return | 15.08% | 18.59%-3.5pp | 18.88%-3.8pp | 26.06%-11.0pp |
| Employer contribution / active EE | $0 | $1,919-100.0% | $2,291-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $210 | $3,055-93.1% | $3,827-94.5% | $4,274-95.1% |
| Admin fee / account holder | $918 | $5,947-84.6% | $7,267-87.4% | $7,775-88.2% |