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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 | $30,854 | $52,467-41.2% | $57,196-46.1% | $55,167-44.1% |
| Participation rate | 33.3% | 75.8%-42.5pp | 75.3%-42.0pp | 69.0%-35.7pp |
| Annual return | 10.44% | 7.72%+2.7pp | 14.59%-4.2pp | 169.23%-158.8pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $898 | $2,830-68.3% | $3,096-71.0% | $3,054-70.6% |
| Admin fee / account holder | $1,192 | $269+343.1% | $3,141-62.0% | $504+136.6% |