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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 | $17,703 | $47,848-63.0% | $81,473-78.3% | $70,126-74.8% |
| Participation rate | 53.2% | 58.3%-5.0pp | 68.0%-14.7pp | 69.5%-16.3pp |
| Annual return | 17.12% | 27.25%-10.1pp | 38.78%-21.7pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $725 | $2,453-70.5% | $3,537-79.5% | $3,332-78.3% |
| Admin fee / account holder | $432 | $3,145-86.3% | $4,561-90.5% | $4,645-90.7% |