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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 | $44,393 | $88,707-50.0% | $74,184-40.2% | $273,972-83.8% |
| Participation rate | 40.9% | 79.4%-38.5pp | 76.6%-35.7pp | 83.0%-42.1pp |
| Annual return | 7.26% | 11.94%-4.7pp | 17.74%-10.5pp | 41.46%-34.2pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $839 | $4,212-80.1% | $3,550-76.4% | $5,287-84.1% |
| Admin fee / account holder | $507 | $8,717-94.2% | $5,586-90.9% | $10,133-95.0% |