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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 | $26,619 | $76,551-65.2% | $123,894-78.5% | $62,881-57.7% |
| Participation rate | 27.7% | 73.0%-45.3pp | 81.4%-53.8pp | 69.3%-41.6pp |
| Annual return | 7.45% | 18.68%-11.2pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,630 | $4,840-66.3% | $5,984-72.8% | $3,203-49.1% |
| Admin fee / account holder | $1,028 | $4,826-78.7% | $8,357-87.7% | $4,296-76.1% |