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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 | $26,058 | $53,774-51.5% | $134,162-80.6% | $79,852-67.4% |
| Participation rate | 10.4% | 58.8%-48.4pp | 72.2%-61.8pp | 69.6%-59.2pp |
| Annual return | 13.72% | 19.01%-5.3pp | 36.35%-22.6pp | 31.72%-18.0pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $573 | $2,420-76.3% | $3,500-83.6% | $3,740-84.7% |
| Admin fee / account holder | $465 | $3,985-88.3% | $6,685-93.0% | $5,306-91.2% |