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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 | $26,857 | $78,015-65.6% | $178,505-85.0% | $80,959-66.8% |
| Participation rate | 15.2% | 65.7%-50.5pp | 77.1%-62.0pp | 67.7%-52.5pp |
| Annual return | 14.23% | 18.10%-3.9pp | 27.16%-12.9pp | 35.67%-21.4pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $945 | $4,406-78.6% | $6,280-85.0% | $4,300-78.0% |
| Admin fee / account holder | $1,743 | $7,160-75.7% | $10,428-83.3% | $6,925-74.8% |