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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 | $31,502 | $112,596-72.0% | $152,301-79.3% | $64,728-51.3% |
| Participation rate | 7.2% | 63.6%-56.5pp | 82.4%-75.3pp | 57.9%-50.7pp |
| Annual return | 13.69% | 23.76%-10.1pp | 80.50%-66.8pp | 49.38%-35.7pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,624-100.0% | $2,243-100.0% |
| Participant deferral / active EE | $420 | $6,075-93.1% | $8,004-94.8% | $2,729-84.6% |
| Admin fee / account holder | $7,315 | $996+634.3% | $14,398-49.2% | $1,145+538.8% |