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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 | $21,566 | $41,377-47.9% | $109,313-80.3% | $62,881-65.7% |
| Participation rate | 15.8% | 57.5%-41.8pp | 71.3%-55.5pp | 69.3%-53.5pp |
| Annual return | 9.86% | 11.05%-1.2pp | 22.07%-12.2pp | 20.14%-10.3pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $377 | $2,045-81.6% | $3,166-88.1% | $3,203-88.2% |
| Admin fee / account holder | $1,189 | $2,884-58.8% | $5,666-79.0% | $4,296-72.3% |