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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 | $22,339 | $49,249-54.6% | $70,476-68.3% | $79,852-72.0% |
| Participation rate | 29.5% | 69.2%-39.7pp | 75.1%-45.6pp | 69.6%-40.1pp |
| Annual return | 10.26% | 30.09%-19.8pp | 109.12%-98.9pp | 31.72%-21.5pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $295 | $2,769-89.3% | $3,710-92.1% | $3,740-92.1% |
| Admin fee / account holder | $364 | $2,878-87.3% | $3,847-90.5% | $5,306-93.1% |