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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 | $29,023 | $106,749-72.8% | $145,433-80.0% | $82,448-64.8% |
| Participation rate | 39.2% | 75.6%-36.5pp | 82.1%-42.9pp | 68.1%-28.9pp |
| Annual return | 16.24% | 27.59%-11.4pp | 66.58%-50.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,189 | $6,519-81.8% | $7,897-84.9% | $4,139-71.3% |
| Admin fee / account holder | $592 | $8,390-92.9% | $13,129-95.5% | $7,234-91.8% |