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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 | $29,937 | $72,492-58.7% | $87,104-65.6% | $72,975-59.0% |
| Participation rate | 32.5% | 72.8%-40.3pp | 76.9%-44.3pp | 69.5%-37.0pp |
| Annual return | 16.71% | 24.46%-7.7pp | 28.19%-11.5pp | 81.01%-64.3pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,056 | $3,270-67.7% | $4,048-73.9% | $3,608-70.7% |
| Admin fee / account holder | $902 | $5,055-82.2% | $7,491-88.0% | $5,124-82.4% |