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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 | $14,878 | $75,541-80.3% | $152,093-90.2% | $82,637-82.0% |
| Participation rate | 46.2% | 66.5%-20.4pp | 77.8%-31.6pp | 68.1%-21.9pp |
| Annual return | 14.14% | 32.56%-18.4pp | 66.36%-52.2pp | 53.51%-39.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $829 | $3,206-74.1% | $5,451-84.8% | $4,126-79.9% |
| Admin fee / account holder | $925 | $6,405-85.6% | $14,497-93.6% | $7,339-87.4% |