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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 | $13,324 | $41,016-67.5% | $152,093-91.2% | $64,097-79.2% |
| Participation rate | 6.8% | 51.3%-44.5pp | 77.8%-70.9pp | 55.2%-48.4pp |
| Annual return | 21.41% | 39.60%-18.2pp | 66.36%-44.9pp | 34.64%-13.2pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $478 | $1,927-75.2% | $5,451-91.2% | $3,080-84.5% |
| Admin fee / account holder | $1,634 | $2,305-29.1% | $14,497-88.7% | $3,454-52.7% |