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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 | $69,273-68.6% | $90,796-76.0% | $82,637-73.7% |
| Participation rate | 25.7% | 64.0%-38.3pp | 69.5%-43.8pp | 68.1%-42.3pp |
| Annual return | 17.64% | 18.37%-0.7pp | 19.29%-1.7pp | 53.51%-35.9pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $613 | $3,047-79.9% | $3,822-83.9% | $4,126-85.1% |
| Admin fee / account holder | $1,744 | $5,511-68.4% | $7,024-75.2% | $7,339-76.2% |