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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 | $39,660 | $67,606-41.3% | $82,313-51.8% | $70,124-43.4% |
| Participation rate | 12.2% | 72.8%-60.6pp | 76.9%-64.7pp | 69.5%-57.3pp |
| Annual return | 17.01% | 21.57%-4.6pp | 25.88%-8.9pp | 73.14%-56.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $410 | $2,987-86.3% | $3,706-88.9% | $3,332-87.7% |
| Admin fee / account holder | $332 | $4,512-92.6% | $5,608-94.1% | $4,645-92.9% |