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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 | $42,682 | $71,872-40.6% | $86,691-50.8% | $68,495-37.7% |
| Participation rate | 38.7% | 72.2%-33.5pp | 76.6%-37.9pp | 67.9%-29.2pp |
| Annual return | 31.25% | 3.53%+27.7pp | 35.94%-4.7pp | -7.84%+39.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,057 | $3,779-72.0% | $4,656-77.3% | $4,028-73.8% |
| Admin fee / account holder | $957 | $6,112-84.3% | $7,492-87.2% | $5,403-82.3% |