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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 | $9,351 | $41,016-77.2% | $152,093-93.9% | $64,097-85.4% |
| Participation rate | 14.9% | 51.3%-36.4pp | 77.8%-62.8pp | 55.2%-40.3pp |
| Annual return | 12.47% | 39.60%-27.1pp | 66.36%-53.9pp | 34.64%-22.2pp |
| Employer contribution / active EE | $0 | $1,342-100.0% | $4,175-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $256 | $1,927-86.7% | $5,451-95.3% | $3,080-91.7% |
| Admin fee / account holder | $509 | $2,305-77.9% | $14,497-96.5% | $3,454-85.3% |