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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 | $13,028 | $45,087-71.1% | $69,483-81.2% | $72,976-82.1% |
| Participation rate | 33.0% | 68.5%-35.5pp | 74.6%-41.6pp | 69.5%-36.5pp |
| Annual return | 20.28% | 22.67%-2.4pp | 28.99%-8.7pp | 81.02%-60.7pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $756 | $2,603-71.0% | $3,537-78.6% | $3,608-79.0% |
| Admin fee / account holder | $574 | $3,057-81.2% | $3,841-85.1% | $5,124-88.8% |