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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 | $34,539 | $76,383-54.8% | $121,663-71.6% | $64,340-46.3% |
| Participation rate | 28.6% | 60.4%-31.9pp | 74.5%-45.9pp | 55.2%-26.7pp |
| Annual return | 12.13% | 16.98%-4.8pp | 147.54%-135.4pp | 24.14%-12.0pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,020-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $874 | $3,149-72.3% | $4,887-82.1% | $2,980-70.7% |
| Admin fee / account holder | $2,605 | $4,142-37.1% | $14,289-81.8% | $3,703-29.6% |