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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 | $22,875 | $81,476-71.9% | $102,383-77.7% | $80,925-71.7% |
| Participation rate | 21.7% | 66.8%-45.2pp | 74.5%-52.8pp | 67.7%-46.0pp |
| Annual return | 11.72% | 25.59%-13.9pp | 24.94%-13.2pp | 35.65%-23.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,217 | $3,871-68.6% | $5,060-76.0% | $4,299-71.7% |
| Admin fee / account holder | $3,656 | $6,717-45.6% | $8,391-56.4% | $6,940-47.3% |