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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 | $57,531 | $77,358-25.6% | $102,184-43.7% | $87,485-34.2% |
| Participation rate | 23.0% | 78.7%-55.7pp | 82.6%-59.6pp | 68.9%-46.0pp |
| Annual return | 17.40% | 41.11%-23.7pp | 31.58%-14.2pp | 26.06%-8.7pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,789 | $6,753-73.5% | $8,309-78.5% | $4,274-58.1% |
| Admin fee / account holder | $1,950 | $6,809-71.4% | $11,609-83.2% | $7,775-74.9% |