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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 | $27,041 | $106,749-74.7% | $145,433-81.4% | $82,448-67.2% |
| Participation rate | 19.7% | 75.6%-56.0pp | 82.1%-62.4pp | 68.1%-48.4pp |
| Annual return | 23.20% | 27.59%-4.4pp | 66.58%-43.4pp | 41.64%-18.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,782 | $6,519-72.7% | $7,897-77.4% | $4,139-56.9% |
| Admin fee / account holder | $1,564 | $8,390-81.4% | $13,129-88.1% | $7,234-78.4% |