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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 | $10,027 | $75,541-86.7% | $152,093-93.4% | $82,637-87.9% |
| Participation rate | 11.2% | 66.5%-55.3pp | 77.8%-66.5pp | 68.1%-56.8pp |
| Annual return | 13.78% | 32.56%-18.8pp | 66.36%-52.6pp | 53.51%-39.7pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $175 | $3,206-94.5% | $5,451-96.8% | $4,126-95.8% |
| Admin fee / account holder | $1,465 | $6,405-77.1% | $14,497-89.9% | $7,339-80.0% |