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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 | $22,649 | $78,520-71.2% | $96,576-76.5% | $82,448-72.5% |
| Participation rate | 31.5% | 77.7%-46.2pp | 81.4%-49.9pp | 68.1%-36.6pp |
| Annual return | 17.62% | 41.30%-23.7pp | 38.47%-20.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,414 | $6,754-79.1% | $7,956-82.2% | $4,139-65.8% |
| Admin fee / account holder | $752 | $13,455-94.4% | $11,381-93.4% | $7,234-89.6% |