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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 | $19,463 | $49,024-60.3% | $112,860-82.8% | $87,485-77.8% |
| Participation rate | 26.3% | 62.2%-35.8pp | 66.3%-40.0pp | 68.9%-42.6pp |
| Annual return | 16.60% | 43.86%-27.3pp | 35.26%-18.7pp | 26.06%-9.5pp |
| Employer contribution / active EE | $0 | $1,290-100.0% | $2,206-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $439 | $2,209-80.1% | $3,493-87.4% | $4,274-89.7% |
| Admin fee / account holder | $1,637 | $6,266-73.9% | $6,841-76.1% | $7,775-78.9% |