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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 | $28,699 | $53,774-46.6% | $134,162-78.6% | $79,856-64.1% |
| Participation rate | 19.2% | 58.8%-39.5pp | 72.2%-53.0pp | 69.6%-50.4pp |
| Annual return | 15.16% | 19.01%-3.9pp | 36.35%-21.2pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $757 | $2,420-68.7% | $3,500-78.4% | $3,741-79.8% |
| Admin fee / account holder | $4,442 | $3,985+11.5% | $6,685-33.6% | $5,306-16.3% |