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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 | $6,367 | $19,646-67.6% | $71,585-91.1% | $64,097-90.1% |
| Participation rate | 34.6% | 64.7%-30.1pp | 68.2%-33.6pp | 55.2%-20.6pp |
| Annual return | 19.50% | 36.81%-17.3pp | 59.26%-39.8pp | 34.64%-15.1pp |
| Employer contribution / active EE | $0 | $713-100.0% | $1,669-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $770 | $1,665-53.8% | $2,923-73.7% | $3,080-75.0% |
| Admin fee / account holder | $621 | $1,850-66.4% | $4,712-86.8% | $3,454-82.0% |