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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 | $55,318 | $73,787-25.0% | $98,716-44.0% | $82,448-32.9% |
| Participation rate | 18.5% | 61.4%-42.9pp | 69.3%-50.8pp | 68.1%-49.5pp |
| Annual return | 13.28% | 18.57%-5.3pp | 31.81%-18.5pp | 41.64%-28.4pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $316 | $3,081-89.7% | $4,048-92.2% | $4,139-92.4% |
| Admin fee / account holder | $3,243 | $6,500-50.1% | $8,703-62.7% | $7,234-55.2% |