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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 | $36,897 | $75,541-51.2% | $152,093-75.7% | $82,637-55.4% |
| Participation rate | 19.0% | 66.5%-47.6pp | 77.8%-58.8pp | 68.1%-49.1pp |
| Annual return | 14.23% | 32.56%-18.3pp | 66.36%-52.1pp | 53.51%-39.3pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $644 | $3,206-79.9% | $5,451-88.2% | $4,126-84.4% |
| Admin fee / account holder | $1,407 | $6,405-78.0% | $14,497-90.3% | $7,339-80.8% |