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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 | $28,118 | $65,364-57.0% | $92,909-69.7% | $72,975-61.5% |
| Participation rate | 19.8% | 68.3%-48.5pp | 76.0%-56.2pp | 69.5%-49.7pp |
| Annual return | 25.80% | 42.11%-16.3pp | 109.44%-83.6pp | 81.01%-55.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,045 | $3,128-66.6% | $4,238-75.3% | $3,608-71.0% |
| Admin fee / account holder | $365 | $4,251-91.4% | $5,795-93.7% | $5,124-92.9% |