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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 | $27,576 | $87,166-68.4% | $76,735-64.1% | $137,256-79.9% |
| Participation rate | 8.7% | 74.4%-65.7pp | 69.5%-60.8pp | 80.0%-71.3pp |
| Annual return | 13.53% | 26.50%-13.0pp | 29.77%-16.2pp | 220.34%-206.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $154 | $4,726-96.7% | $4,088-96.2% | $6,407-97.6% |
| Admin fee / account holder | $880 | $8,403-89.5% | $7,189-87.8% | $12,270-92.8% |