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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 | $13,243 | $41,016-67.7% | $152,093-91.3% | $64,097-79.3% |
| Participation rate | 6.7% | 51.3%-44.6pp | 77.8%-71.0pp | 55.2%-48.5pp |
| Annual return | 16.38% | 39.60%-23.2pp | 66.36%-50.0pp | 34.64%-18.3pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $294 | $1,927-84.8% | $5,451-94.6% | $3,080-90.5% |
| Admin fee / account holder | $645 | $2,305-72.0% | $14,497-95.5% | $3,454-81.3% |