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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 | $29,424 | $52,580-44.0% | $71,671-58.9% | $70,126-58.0% |
| Participation rate | 33.8% | 60.9%-27.1pp | 68.7%-34.9pp | 69.5%-35.7pp |
| Annual return | 12.51% | 20.25%-7.7pp | 20.65%-8.1pp | 73.15%-60.6pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $782 | $2,386-67.2% | $3,438-77.3% | $3,332-76.5% |
| Admin fee / account holder | $2,035 | $3,653-44.3% | $5,558-63.4% | $4,645-56.2% |