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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 | $25,083 | $52,884-52.6% | $84,753-70.4% | $55,167-54.5% |
| Participation rate | 22.0% | 67.5%-45.5pp | 76.6%-54.6pp | 69.0%-47.0pp |
| Annual return | 5.27% | 18.03%-12.8pp | 22.78%-17.5pp | 169.23%-164.0pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $237 | $2,644-91.0% | $3,712-93.6% | $3,054-92.2% |
| Admin fee / account holder | $404 | $581-30.4% | $5,333-92.4% | $504-19.8% |