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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 | $27,645 | $107,666-74.3% | $102,184-72.9% | $154,746-82.1% |
| Participation rate | 54.2% | 83.7%-29.6pp | 82.6%-28.4pp | 80.7%-26.5pp |
| Annual return | 14.30% | 29.33%-15.0pp | 31.58%-17.3pp | 172.34%-158.0pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,127 | $8,719-75.6% | $8,309-74.4% | $6,730-68.4% |
| Admin fee / account holder | $3,401 | $12,943-73.7% | $11,609-70.7% | $14,365-76.3% |