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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 | $27,155 | $53,127-48.9% | $86,597-68.6% | $70,131-61.3% |
| Participation rate | 36.0% | 65.3%-29.3pp | 73.5%-37.5pp | 69.5%-33.5pp |
| Annual return | 15.84% | 27.66%-11.8pp | 964.96%-949.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,840-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $477 | $2,696-82.3% | $3,609-86.8% | $3,332-85.7% |
| Admin fee / account holder | $765 | $3,585-78.7% | $4,906-84.4% | $4,645-83.5% |