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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 | $20,969 | $81,331-74.2% | $155,534-86.5% | $80,935-74.1% |
| Participation rate | 24.0% | 66.3%-42.3pp | 78.2%-54.2pp | 67.7%-43.7pp |
| Annual return | 11.45% | 33.37%-21.9pp | 64.92%-53.5pp | 35.66%-24.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $610 | $3,454-82.3% | $5,630-89.2% | $4,299-85.8% |
| Admin fee / account holder | $1,246 | $7,999-84.4% | $15,900-92.2% | $6,924-82.0% |