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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 | $6,230 | $25,014-75.1% | $69,632-91.1% | $80,959-92.3% |
| Participation rate | 33.8% | 64.2%-30.4pp | 66.4%-32.6pp | 67.7%-33.8pp |
| Annual return | 13.26% | 19.08%-5.8pp | 101.32%-88.1pp | 35.67%-22.4pp |
| Employer contribution / active EE | $0 | $991-100.0% | $1,708-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $715 | $1,840-61.1% | $2,889-75.2% | $4,300-83.4% |
| Admin fee / account holder | $405 | $2,491-83.7% | $4,695-91.4% | $6,925-94.2% |