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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 | $47,968 | $46,464+3.2% | $150,298-68.1% | $79,634-39.8% |
| Participation rate | 0.4% | 57.0%-56.6pp | 77.8%-77.4pp | 62.5%-62.1pp |
| Annual return | 19.56% | 27.89%-8.3pp | 62.79%-43.2pp | 36.46%-16.9pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $13 | $2,157-99.4% | $5,453-99.8% | $3,835-99.7% |
| Admin fee / account holder | $807 | $891-9.4% | $14,116-94.3% | $1,002-19.5% |