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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 | $13,097 | $29,736-56.0% | $56,033-76.6% | $80,935-83.8% |
| Participation rate | 19.5% | 41.7%-22.2pp | 52.5%-33.0pp | 67.7%-48.1pp |
| Annual return | 15.39% | 35.28%-19.9pp | 1711.38%-1696.0pp | 35.66%-20.3pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $193 | $1,228-84.3% | $1,954-90.1% | $4,299-95.5% |
| Admin fee / account holder | $448 | $2,434-81.6% | $2,827-84.1% | $6,924-93.5% |