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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 | $13,440 | $39,132-65.7% | $57,196-76.5% | $62,881-78.6% |
| Participation rate | 13.1% | 70.5%-57.4pp | 75.3%-62.2pp | 69.3%-56.2pp |
| Annual return | 11.66% | 9.24%+2.4pp | 14.59%-2.9pp | 20.14%-8.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $140 | $2,374-94.1% | $3,096-95.5% | $3,203-95.6% |
| Admin fee / account holder | $1,245 | $2,594-52.0% | $3,141-60.4% | $4,296-71.0% |