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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 | $45,453 | $54,541-16.7% | $78,778-42.3% | $70,126-35.2% |
| Participation rate | 13.2% | 60.8%-47.6pp | 69.2%-56.0pp | 69.5%-56.4pp |
| Annual return | 19.84% | 21.07%-1.2pp | 35.62%-15.8pp | 73.15%-53.3pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $758 | $2,210-65.7% | $2,958-74.4% | $3,332-77.2% |
| Admin fee / account holder | $2,172 | $3,709-41.4% | $5,134-57.7% | $4,645-53.2% |