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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 | $33,734 | $77,472-56.5% | $100,392-66.4% | $80,935-58.3% |
| Participation rate | 17.0% | 76.9%-59.9pp | 81.5%-64.5pp | 67.7%-50.6pp |
| Annual return | 14.05% | 37.26%-23.2pp | 49.45%-35.4pp | 35.66%-21.6pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,471 | $6,818-63.7% | $8,090-69.4% | $4,299-42.5% |
| Admin fee / account holder | $3,562 | $5,885-39.5% | $7,904-54.9% | $6,924-48.6% |