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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 | $34,810 | $93,617-62.8% | $135,982-74.4% | $75,177-53.7% |
| Participation rate | 32.1% | 75.2%-43.1pp | 81.9%-49.8pp | 67.2%-35.1pp |
| Annual return | 23.20% | 30.89%-7.7pp | 68.32%-45.1pp | 160.75%-137.5pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,167 | $6,406-81.8% | $7,760-85.0% | $4,126-71.7% |
| Admin fee / account holder | $5,035 | $6,980-27.9% | $10,767-53.2% | $5,651-10.9% |