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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 | $28,184 | $91,179-69.1% | $178,499-84.2% | $79,852-64.7% |
| Participation rate | 20.7% | 69.2%-48.5pp | 81.9%-61.2pp | 69.6%-48.9pp |
| Annual return | 13.15% | 24.19%-11.0pp | 151.10%-138.0pp | 31.72%-18.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $665 | $3,236-79.4% | $5,202-87.2% | $3,740-82.2% |
| Admin fee / account holder | $2,684 | $6,749-60.2% | $13,986-80.8% | $5,306-49.4% |