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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 | $36,273 | $46,877-22.6% | $122,354-70.4% | $70,126-48.3% |
| Participation rate | 16.0% | 58.2%-42.2pp | 71.6%-55.6pp | 69.5%-53.5pp |
| Annual return | 19.42% | 24.22%-4.8pp | 30.28%-10.9pp | 73.15%-53.7pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $702 | $2,167-67.6% | $3,287-78.6% | $3,332-78.9% |
| Admin fee / account holder | $353 | $3,324-89.4% | $5,479-93.6% | $4,645-92.4% |