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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 | $57,028 | $77,358-26.3% | $102,184-44.2% | $87,485-34.8% |
| Participation rate | 21.6% | 78.7%-57.1pp | 82.6%-61.0pp | 68.9%-47.3pp |
| Annual return | 17.07% | 41.11%-24.0pp | 31.58%-14.5pp | 26.06%-9.0pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,571 | $6,753-61.9% | $8,309-69.1% | $4,274-39.8% |
| Admin fee / account holder | $317 | $6,809-95.4% | $11,609-97.3% | $7,775-95.9% |