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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 | $17,010 | $45,343-62.5% | $150,298-88.7% | $67,986-75.0% |
| Participation rate | 20.6% | 51.9%-31.3pp | 77.8%-57.2pp | 57.2%-36.6pp |
| Annual return | 25.14% | 33.28%-8.1pp | 62.79%-37.6pp | 31.67%-6.5pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $4,154-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $493 | $2,055-76.0% | $5,453-91.0% | $3,358-85.3% |
| Admin fee / account holder | $578 | $2,250-74.3% | $14,116-95.9% | $3,203-82.0% |