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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 | $17,615 | $42,378-58.4% | $78,004-77.4% | $71,012-75.2% |
| Participation rate | 6.8% | 46.9%-40.0pp | 69.4%-62.6pp | 58.6%-51.7pp |
| Annual return | 18.47% | 19.23%-0.8pp | 31.07%-12.6pp | 37.67%-19.2pp |
| Employer contribution / active EE | $0 | $1,375-100.0% | $2,469-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $317 | $2,097-84.9% | $4,092-92.3% | $3,246-90.2% |
| Admin fee / account holder | $2,922 | $2,377+23.0% | $7,578-61.4% | $1,167+150.4% |