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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 | $32,268 | $52,580-38.6% | $71,671-55.0% | $70,126-54.0% |
| Participation rate | 22.2% | 60.9%-38.7pp | 68.7%-46.5pp | 69.5%-47.3pp |
| Annual return | 13.84% | 20.25%-6.4pp | 20.65%-6.8pp | 73.15%-59.3pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $802 | $2,386-66.4% | $3,438-76.7% | $3,332-75.9% |
| Admin fee / account holder | $1,119 | $3,653-69.4% | $5,558-79.9% | $4,645-75.9% |