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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 | $30,851 | $77,492-60.2% | $100,398-69.3% | $80,911-61.9% |
| Participation rate | 28.6% | 76.9%-48.4pp | 81.5%-52.9pp | 67.6%-39.1pp |
| Annual return | 16.38% | 37.23%-20.8pp | 49.32%-32.9pp | 35.63%-19.2pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,086 | $6,817-84.1% | $8,084-86.6% | $4,297-74.7% |
| Admin fee / account holder | $652 | $5,892-88.9% | $7,893-91.7% | $6,935-90.6% |