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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 | $67,281 | $106,864-37.0% | $147,318-54.3% | $82,637-18.6% |
| Participation rate | 23.3% | 75.5%-52.2pp | 82.1%-58.7pp | 68.1%-44.7pp |
| Annual return | 18.99% | 27.49%-8.5pp | 70.43%-51.4pp | 53.51%-34.5pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $614 | $6,496-90.5% | $7,906-92.2% | $4,126-85.1% |
| Admin fee / account holder | $654 | $8,415-92.2% | $13,708-95.2% | $7,339-91.1% |