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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 | $13,770 | $42,909-67.9% | $152,093-90.9% | $71,012-80.6% |
| Participation rate | 7.7% | 54.7%-46.9pp | 77.8%-70.0pp | 58.6%-50.8pp |
| Annual return | 13.39% | 30.57%-17.2pp | 66.36%-53.0pp | 37.67%-24.3pp |
| Employer contribution / active EE | $0 | $1,369-100.0% | $4,175-100.0% | $2,348-100.0% |
| Participant deferral / active EE | $280 | $1,904-85.3% | $5,451-94.9% | $3,246-91.4% |
| Admin fee / account holder | $684 | $1,014-32.6% | $14,497-95.3% | $1,167-41.4% |