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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 | $28,622 | $61,338-53.3% | $149,717-80.9% | $71,495-60.0% |
| Participation rate | 28.1% | 62.5%-34.5pp | 78.8%-50.7pp | 67.9%-39.9pp |
| Annual return | 17.35% | 35.86%-18.5pp | 134.41%-117.1pp | 28.85%-11.5pp |
| Employer contribution / active EE | $0 | $2,381-100.0% | $4,820-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $622 | $2,919-78.7% | $5,682-89.1% | $4,291-85.5% |
| Admin fee / account holder | $1,134 | $1,263-10.2% | $13,213-91.4% | $1,588-28.6% |