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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 | $18,567 | $46,877-60.4% | $122,354-84.8% | $70,126-73.5% |
| Participation rate | 36.6% | 58.2%-21.6pp | 71.6%-35.1pp | 69.5%-33.0pp |
| Annual return | 15.83% | 24.22%-8.4pp | 30.28%-14.4pp | 73.15%-57.3pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $773 | $2,167-64.3% | $3,287-76.5% | $3,332-76.8% |
| Admin fee / account holder | $481 | $3,324-85.5% | $5,479-91.2% | $4,645-89.6% |