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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 | $25,403 | $43,749-41.9% | $158,223-83.9% | $65,306-61.1% |
| Participation rate | 15.5% | 56.9%-41.4pp | 79.2%-63.7pp | 57.7%-42.2pp |
| Annual return | 14.51% | 19.41%-4.9pp | 52.09%-37.6pp | 21.94%-7.4pp |
| Employer contribution / active EE | $0 | $1,497-100.0% | $4,109-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $461 | $2,019-77.2% | $5,467-91.6% | $2,959-84.4% |
| Admin fee / account holder | $521 | $1,930-73.0% | $16,047-96.8% | $3,480-85.0% |