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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 | $8,231 | $58,627-86.0% | $76,735-89.3% | $82,448-90.0% |
| Participation rate | 59.5% | 63.2%-3.8pp | 69.5%-10.0pp | 68.1%-8.6pp |
| Annual return | 17.24% | 39.10%-21.9pp | 29.77%-12.5pp | 41.64%-24.4pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $940 | $3,134-70.0% | $4,088-77.0% | $4,139-77.3% |
| Admin fee / account holder | $991 | $5,323-81.4% | $7,189-86.2% | $7,234-86.3% |