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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 | $57,531 | $87,465-34.2% | $122,979-53.2% | $65,306-11.9% |
| Participation rate | 13.3% | 66.0%-52.7pp | 77.2%-63.9pp | 57.7%-44.3pp |
| Annual return | 11.31% | 19.76%-8.4pp | 20.12%-8.8pp | 21.94%-10.6pp |
| Employer contribution / active EE | $0 | $2,156-100.0% | $3,062-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $501 | $3,705-86.5% | $5,003-90.0% | $2,959-83.1% |
| Admin fee / account holder | $1,832 | $5,100-64.1% | $12,864-85.8% | $3,480-47.3% |