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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 | $11,398 | $51,202-77.7% | $70,548-83.8% | $75,181-84.8% |
| Participation rate | 8.8% | 61.0%-52.2pp | 68.3%-59.6pp | 67.2%-58.4pp |
| Annual return | 15.75% | 30.05%-14.3pp | 32.78%-17.0pp | 160.69%-144.9pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $425 | $2,850-85.1% | $4,567-90.7% | $4,126-89.7% |
| Admin fee / account holder | $1,314 | $4,094-67.9% | $6,424-79.6% | $5,650-76.7% |