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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 | $25,409 | $84,236-69.8% | $170,435-85.1% | $70,126-63.8% |
| Participation rate | 27.7% | 70.8%-43.1pp | 83.6%-55.9pp | 69.5%-41.8pp |
| Annual return | 26.03% | 23.06%+3.0pp | 205.94%-179.9pp | 73.15%-47.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $743 | $3,086-75.9% | $4,939-85.0% | $3,332-77.7% |
| Admin fee / account holder | $706 | $5,698-87.6% | $13,881-94.9% | $4,645-84.8% |