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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 | $21,900 | $65,685-66.7% | $57,181-61.7% | $273,968-92.0% |
| Participation rate | 27.8% | 78.3%-50.6pp | 75.3%-47.6pp | 83.0%-55.2pp |
| Annual return | 11.86% | 21.99%-10.1pp | 14.59%-2.7pp | 41.45%-29.6pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $589 | $3,781-84.4% | $3,096-81.0% | $5,287-88.9% |
| Admin fee / account holder | $605 | $4,835-87.5% | $3,139-80.7% | $10,132-94.0% |