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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 | $51,289 | $114,712-55.3% | $173,730-70.5% | $87,485-41.4% |
| Participation rate | 16.3% | 73.0%-56.7pp | 79.6%-63.2pp | 68.9%-52.6pp |
| Annual return | 18.22% | 20.18%-2.0pp | 19.96%-1.7pp | 26.06%-7.8pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,243 | $4,642-73.2% | $6,326-80.4% | $4,274-70.9% |
| Admin fee / account holder | $923 | $10,210-91.0% | $17,523-94.7% | $7,775-88.1% |