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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 | $22,672 | $77,962-70.9% | $178,540-87.3% | $80,935-72.0% |
| Participation rate | 6.3% | 65.7%-59.4pp | 77.1%-70.9pp | 67.7%-61.4pp |
| Annual return | 12.33% | 18.10%-5.8pp | 27.15%-14.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $199 | $4,404-95.5% | $6,281-96.8% | $4,299-95.4% |
| Admin fee / account holder | $1,629 | $7,156-77.2% | $10,424-84.4% | $6,924-76.5% |