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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 | $36,789 | $88,996-58.7% | $78,004-52.8% | $138,895-73.5% |
| Participation rate | 19.0% | 74.4%-55.3pp | 69.4%-50.4pp | 79.9%-60.9pp |
| Annual return | 14.49% | 28.03%-13.5pp | 31.07%-16.6pp | 145.39%-130.9pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $569 | $4,724-87.9% | $4,092-86.1% | $6,396-91.1% |
| Admin fee / account holder | $3,622 | $8,807-58.9% | $7,578-52.2% | $12,562-71.2% |