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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 | $8,635 | $87,166-90.1% | $76,735-88.7% | $137,256-93.7% |
| Participation rate | 60.0% | 74.4%-14.4pp | 69.5%-9.5pp | 80.0%-20.0pp |
| Annual return | 16.32% | 26.50%-10.2pp | 29.77%-13.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $602 | $4,726-87.3% | $4,088-85.3% | $6,407-90.6% |
| Admin fee / account holder | $549 | $8,403-93.5% | $7,189-92.4% | $12,270-95.5% |