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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 | $28,188 | $60,442-53.4% | $96,754-70.9% | $87,485-67.8% |
| Participation rate | 20.0% | 58.7%-38.7pp | 70.3%-50.3pp | 68.9%-48.9pp |
| Annual return | 14.98% | 21.97%-7.0pp | 82.04%-67.1pp | 26.06%-11.1pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $662 | $3,280-79.8% | $4,758-86.1% | $4,274-84.5% |
| Admin fee / account holder | $1,930 | $5,069-61.9% | $8,905-78.3% | $7,775-75.2% |