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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 | $26,404 | $63,355-58.3% | $91,994-71.3% | $72,983-63.8% |
| Participation rate | 33.3% | 72.5%-39.2pp | 78.6%-45.3pp | 69.5%-36.2pp |
| Annual return | 22.48% | 35.35%-12.9pp | 69.03%-46.6pp | 81.01%-58.5pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,046 | $4,883-78.6% | $5,923-82.3% | $3,608-71.0% |
| Admin fee / account holder | $2,970 | $4,668-36.4% | $7,743-61.6% | $5,124-42.0% |