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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 | $26,517 | $63,365-58.2% | $91,994-71.2% | $72,976-63.7% |
| Participation rate | 17.9% | 72.5%-54.6pp | 78.6%-60.7pp | 69.5%-51.5pp |
| Annual return | 20.08% | 35.35%-15.3pp | 69.04%-49.0pp | 81.02%-60.9pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $306 | $4,883-93.7% | $5,924-94.8% | $3,608-91.5% |
| Admin fee / account holder | $3,149 | $4,670-32.6% | $7,744-59.3% | $5,124-38.5% |