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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 | $13,227 | $57,140-76.9% | $85,240-84.5% | $80,959-83.7% |
| Participation rate | 17.6% | 56.4%-38.8pp | 67.5%-49.9pp | 67.7%-50.0pp |
| Annual return | 11.24% | 21.71%-10.5pp | 66.75%-55.5pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $703 | $3,115-77.4% | $4,527-84.5% | $4,300-83.7% |
| Admin fee / account holder | $1,063 | $4,992-78.7% | $6,165-82.8% | $6,925-84.7% |