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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 | $38,983 | $62,132-37.3% | $185,835-79.0% | $73,493-47.0% |
| Participation rate | 12.9% | 67.8%-54.9pp | 78.0%-65.1pp | 70.7%-57.8pp |
| Annual return | 15.22% | 20.44%-5.2pp | 35.96%-20.7pp | 28.51%-13.3pp |
| Employer contribution / active EE | $0 | $1,681-100.0% | $4,087-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $225 | $3,711-93.9% | $5,633-96.0% | $3,740-94.0% |
| Admin fee / account holder | $2,117 | $419+405.7% | $9,502-77.7% | $513+312.7% |