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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 | $6,448 | $87,166-92.6% | $76,735-91.6% | $137,256-95.3% |
| Participation rate | 23.5% | 74.4%-50.8pp | 69.5%-46.0pp | 80.0%-56.4pp |
| Annual return | 10.82% | 26.50%-15.7pp | 29.77%-18.9pp | 220.34%-209.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $946 | $4,726-80.0% | $4,088-76.9% | $6,407-85.2% |
| Admin fee / account holder | $1,408 | $8,403-83.2% | $7,189-80.4% | $12,270-88.5% |