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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 | $18,208 | $56,544-67.8% | $75,501-75.9% | $70,126-74.0% |
| Participation rate | 20.0% | 68.1%-48.1pp | 72.4%-52.4pp | 69.5%-49.5pp |
| Annual return | 13.51% | 23.59%-10.1pp | 27.35%-13.8pp | 73.15%-59.6pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $855 | $2,580-66.9% | $3,142-72.8% | $3,332-74.3% |
| Admin fee / account holder | $20,574 | $3,827+437.7% | $5,801+254.7% | $4,645+342.9% |