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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 | $26,150 | $96,558-72.9% | $80,977-67.7% | $273,972-90.5% |
| Participation rate | 36.8% | 79.1%-42.2pp | 75.8%-39.0pp | 83.0%-46.2pp |
| Annual return | 7.80% | 15.14%-7.3pp | 17.11%-9.3pp | 41.46%-33.7pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,411 | $6,598-78.6% | $5,696-75.2% | $5,287-73.3% |
| Admin fee / account holder | $3,064 | $7,493-59.1% | $5,517-44.5% | $10,133-69.8% |