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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 | $28,146 | $91,037-69.1% | $71,671-60.7% | $147,586-80.9% |
| Participation rate | 26.3% | 76.1%-49.8pp | 68.7%-42.4pp | 82.8%-56.5pp |
| Annual return | 11.69% | 20.48%-8.8pp | 20.65%-9.0pp | 578.59%-566.9pp |
| Employer contribution / active EE | $0 | $3,327-100.0% | $2,460-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $961 | $4,498-78.6% | $3,438-72.0% | $5,439-82.3% |
| Admin fee / account holder | $4,709 | $8,613-45.3% | $5,558-15.3% | $10,886-56.7% |