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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 | $38,806 | $81,487-52.4% | $102,412-62.1% | $80,935-52.1% |
| Participation rate | 7.7% | 66.8%-59.1pp | 74.5%-66.8pp | 67.7%-60.0pp |
| Annual return | 12.61% | 25.60%-13.0pp | 24.94%-12.3pp | 35.66%-23.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $77 | $3,871-98.0% | $5,060-98.5% | $4,299-98.2% |
| Admin fee / account holder | $739 | $6,717-89.0% | $8,388-91.2% | $6,924-89.3% |