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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 | $12,529 | $54,757-77.1% | $90,300-86.1% | $72,983-82.8% |
| Participation rate | 13.7% | 65.1%-51.4pp | 73.3%-59.5pp | 69.5%-55.8pp |
| Annual return | 22.09% | 30.63%-8.5pp | 78.11%-56.0pp | 81.01%-58.9pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $357 | $2,887-87.6% | $3,884-90.8% | $3,608-90.1% |
| Admin fee / account holder | $2,449 | $3,972-38.3% | $5,353-54.2% | $5,124-52.2% |