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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 | $24,467 | $49,255-50.3% | $70,494-65.3% | $79,856-69.4% |
| Participation rate | 39.0% | 69.2%-30.2pp | 75.1%-36.1pp | 69.6%-30.7pp |
| Annual return | 18.24% | 30.10%-11.9pp | 109.16%-90.9pp | 31.71%-13.5pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $717 | $2,768-74.1% | $3,711-80.7% | $3,741-80.8% |
| Admin fee / account holder | $913 | $2,879-68.3% | $3,848-76.3% | $5,306-82.8% |