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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 | $35,911 | $63,355-43.3% | $91,994-61.0% | $72,983-50.8% |
| Participation rate | 60.9% | 72.5%-11.6pp | 78.6%-17.7pp | 69.5%-8.5pp |
| Annual return | 24.98% | 35.35%-10.4pp | 69.03%-44.0pp | 81.01%-56.0pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,171 | $4,883-76.0% | $5,923-80.2% | $3,608-67.5% |
| Admin fee / account holder | $1,693 | $4,668-63.7% | $7,743-78.1% | $5,124-67.0% |