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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 | $23,322 | $47,848-51.3% | $81,473-71.4% | $70,124-66.7% |
| Participation rate | 42.0% | 58.3%-16.3pp | 68.0%-26.0pp | 69.5%-27.5pp |
| Annual return | 16.48% | 27.25%-10.8pp | 38.78%-22.3pp | 73.14%-56.7pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $393 | $2,453-84.0% | $3,537-88.9% | $3,332-88.2% |
| Admin fee / account holder | $1,095 | $3,145-65.2% | $4,561-76.0% | $4,645-76.4% |