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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 | $31,340 | $81,358-61.5% | $155,556-79.9% | $80,959-61.3% |
| Participation rate | 17.4% | 66.3%-48.9pp | 78.2%-60.8pp | 67.7%-50.3pp |
| Annual return | 13.81% | 33.39%-19.6pp | 64.84%-51.0pp | 35.67%-21.9pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $252 | $3,455-92.7% | $5,631-95.5% | $4,300-94.1% |
| Admin fee / account holder | $7,137 | $7,994-10.7% | $15,885-55.1% | $6,925+3.1% |