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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 | $30,256 | $64,359-53.0% | $90,161-66.4% | $70,126-56.9% |
| Participation rate | 32.4% | 70.4%-38.1pp | 76.9%-44.5pp | 69.5%-37.2pp |
| Annual return | 17.07% | 28.13%-11.1pp | 34.89%-17.8pp | 73.15%-56.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,784 | $4,389-59.4% | $5,287-66.3% | $3,332-46.5% |
| Admin fee / account holder | $5,846 | $3,945+48.2% | $5,943-1.6% | $4,645+25.8% |