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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 | $32,258 | $54,541-40.9% | $78,778-59.1% | $70,126-54.0% |
| Participation rate | 34.3% | 60.8%-26.5pp | 69.2%-34.9pp | 69.5%-35.3pp |
| Annual return | 12.55% | 21.07%-8.5pp | 35.62%-23.1pp | 73.15%-60.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $525 | $2,210-76.2% | $2,958-82.3% | $3,332-84.2% |
| Admin fee / account holder | $358 | $3,709-90.4% | $5,134-93.0% | $4,645-92.3% |