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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 | $37,887 | $49,255-23.1% | $70,494-46.3% | $79,856-52.6% |
| Participation rate | 17.9% | 69.2%-51.2pp | 75.1%-57.1pp | 69.6%-51.7pp |
| Annual return | 13.00% | 30.10%-17.1pp | 109.16%-96.2pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $854 | $2,768-69.2% | $3,711-77.0% | $3,741-77.2% |
| Admin fee / account holder | $847 | $2,879-70.6% | $3,848-78.0% | $5,306-84.0% |