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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 | $34,706 | $54,541-36.4% | $78,778-55.9% | $70,126-50.5% |
| Participation rate | 52.4% | 60.8%-8.4pp | 69.2%-16.8pp | 69.5%-17.2pp |
| Annual return | 19.15% | 21.07%-1.9pp | 35.62%-16.5pp | 73.15%-54.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $953 | $2,210-56.9% | $2,958-67.8% | $3,332-71.4% |
| Admin fee / account holder | $2,028 | $3,709-45.3% | $5,134-60.5% | $4,645-56.3% |