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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 | $31,193 | $76,551-59.3% | $123,894-74.8% | $62,881-50.4% |
| Participation rate | 21.1% | 73.0%-51.9pp | 81.4%-60.3pp | 69.3%-48.2pp |
| Annual return | 6.26% | 18.68%-12.4pp | 47.52%-41.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $533 | $4,840-89.0% | $5,984-91.1% | $3,203-83.4% |
| Admin fee / account holder | $1,322 | $4,826-72.6% | $8,357-84.2% | $4,296-69.2% |