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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 | $24,197 | $46,877-48.4% | $122,354-80.2% | $70,126-65.5% |
| Participation rate | 32.7% | 58.2%-25.5pp | 71.6%-38.9pp | 69.5%-36.8pp |
| Annual return | 20.15% | 24.22%-4.1pp | 30.28%-10.1pp | 73.15%-53.0pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $649 | $2,167-70.1% | $3,287-80.3% | $3,332-80.5% |
| Admin fee / account holder | $586 | $3,324-82.4% | $5,479-89.3% | $4,645-87.4% |