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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 | $24,408 | $73,787-66.9% | $98,716-75.3% | $82,448-70.4% |
| Participation rate | 29.3% | 61.4%-32.1pp | 69.3%-40.0pp | 68.1%-38.8pp |
| Annual return | 15.72% | 18.57%-2.8pp | 31.81%-16.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $774 | $3,081-74.9% | $4,048-80.9% | $4,139-81.3% |
| Admin fee / account holder | $1,695 | $6,500-73.9% | $8,703-80.5% | $7,234-76.6% |