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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 | $71,353-20.1% | $92,805-38.6% | $86,983-34.4% |
| Participation rate | 21.6% | 80.9%-59.3pp | 83.5%-61.9pp | 69.5%-47.9pp |
| Annual return | 17.07% | 44.68%-27.6pp | 31.59%-14.5pp | 25.83%-8.8pp |
| Employer contribution / active EE | $0 | $2,468-100.0% | $3,424-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,571 | $6,966-63.1% | $8,448-69.6% | $4,194-38.7% |
| Admin fee / account holder | $317 | $6,099-94.8% | $10,911-97.1% | $7,856-96.0% |