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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 | $21,773 | $67,894-67.9% | $89,340-75.6% | $82,448-73.6% |
| Participation rate | 25.7% | 64.0%-38.3pp | 69.6%-43.9pp | 68.1%-42.4pp |
| Annual return | 17.64% | 19.21%-1.6pp | 20.57%-2.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $613 | $3,072-80.0% | $3,823-84.0% | $4,139-85.2% |
| Admin fee / account holder | $1,744 | $5,723-69.5% | $6,704-74.0% | $7,234-75.9% |