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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 | $17,360 | $76,407-77.3% | $150,298-88.4% | $82,448-78.9% |
| Participation rate | 14.8% | 66.4%-51.6pp | 77.8%-63.0pp | 68.1%-53.3pp |
| Annual return | 13.92% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $603 | $3,214-81.2% | $5,453-88.9% | $4,139-85.4% |
| Admin fee / account holder | $4,862 | $6,352-23.5% | $14,116-65.6% | $7,234-32.8% |