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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 | $25,832 | $89,652-71.2% | $141,197-81.7% | $65,186-60.4% |
| Participation rate | 37.3% | 74.7%-37.4pp | 82.5%-45.2pp | 70.2%-32.9pp |
| Annual return | 26.99% | 32.79%-5.8pp | 71.41%-44.4pp | 29.39%-2.4pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,031 | $5,691-81.9% | $6,710-84.6% | $3,514-70.7% |
| Admin fee / account holder | $5,158 | $569+807.2% | $10,265-49.8% | $847+508.8% |