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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 | $31,631 | $58,888-46.3% | $178,499-82.3% | $73,493-57.0% |
| Participation rate | 26.8% | 66.2%-39.4pp | 81.9%-55.1pp | 70.7%-43.8pp |
| Annual return | 21.81% | 24.86%-3.1pp | 151.10%-129.3pp | 28.51%-6.7pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $393 | $2,568-84.7% | $5,202-92.4% | $3,740-89.5% |
| Admin fee / account holder | $499 | $400+24.6% | $13,986-96.4% | $513-2.8% |