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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 | $57,710 | $99,633-42.1% | $183,328-68.5% | $82,448-30.0% |
| Participation rate | 33.3% | 70.8%-37.4pp | 77.3%-44.0pp | 68.1%-34.7pp |
| Annual return | 17.01% | 17.84%-0.8pp | 29.67%-12.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,055-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,165 | $4,938-76.4% | $6,795-82.9% | $4,139-71.9% |
| Admin fee / account holder | $1,371 | $9,934-86.2% | $21,427-93.6% | $7,234-81.1% |