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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 | $4,107 | $36,948-88.9% | $73,658-94.4% | $87,485-95.3% |
| Participation rate | 27.9% | 46.8%-18.9pp | 57.0%-29.1pp | 68.9%-41.0pp |
| Annual return | 16.78% | 28.64%-11.9pp | 29.72%-12.9pp | 26.06%-9.3pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,032-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $236 | $1,379-82.9% | $2,062-88.6% | $4,274-94.5% |
| Admin fee / account holder | $931 | $2,531-63.2% | $3,357-72.3% | $7,775-88.0% |