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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 | $19,275 | $63,690-69.7% | $163,379-88.2% | $71,012-72.9% |
| Participation rate | 4.6% | 47.6%-43.1pp | 76.8%-72.3pp | 58.6%-54.0pp |
| Annual return | 18.94% | 21.56%-2.6pp | 63.41%-44.5pp | 37.67%-18.7pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $3,752-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $230 | $3,160-92.7% | $6,282-96.3% | $3,246-92.9% |
| Admin fee / account holder | $7,044 | $1,298+442.5% | $9,818-28.3% | $1,167+503.5% |