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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 | $27,619 | $76,551-63.9% | $123,894-77.7% | $62,881-56.1% |
| Participation rate | 20.0% | 73.0%-53.0pp | 81.4%-61.4pp | 69.3%-49.3pp |
| Annual return | 9.29% | 18.68%-9.4pp | 47.52%-38.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,988 | $4,840-58.9% | $5,984-66.8% | $3,203-37.9% |
| Admin fee / account holder | $496 | $4,826-89.7% | $8,357-94.1% | $4,296-88.5% |