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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 | $28,865 | $63,861-54.8% | $104,639-72.4% | $79,856-63.9% |
| Participation rate | 37.8% | 64.9%-27.1pp | 74.1%-36.3pp | 69.6%-31.8pp |
| Annual return | 11.36% | 21.30%-9.9pp | 340.67%-329.3pp | 31.71%-20.4pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $591 | $2,693-78.1% | $3,738-84.2% | $3,741-84.2% |
| Admin fee / account holder | $404 | $4,185-90.3% | $6,465-93.8% | $5,306-92.4% |