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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 | $32,789 | $55,684-41.1% | $75,900-56.8% | $72,976-55.1% |
| Participation rate | 11.3% | 61.1%-49.8pp | 69.3%-58.0pp | 69.5%-58.2pp |
| Annual return | 25.53% | 27.60%-2.1pp | 30.73%-5.2pp | 81.02%-55.5pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $145 | $2,634-94.5% | $3,604-96.0% | $3,608-96.0% |
| Admin fee / account holder | $1,662 | $3,981-58.3% | $5,421-69.3% | $5,124-67.6% |