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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 | $25,403 | $41,016-38.1% | $152,093-83.3% | $64,097-60.4% |
| Participation rate | 15.5% | 51.3%-35.9pp | 77.8%-62.3pp | 55.2%-39.7pp |
| Annual return | 14.51% | 39.60%-25.1pp | 66.36%-51.8pp | 34.64%-20.1pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $461 | $1,927-76.1% | $5,451-91.5% | $3,080-85.0% |
| Admin fee / account holder | $521 | $2,305-77.4% | $14,497-96.4% | $3,454-84.9% |