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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 | $20,709 | $58,512-64.6% | $84,020-75.4% | $72,983-71.6% |
| Participation rate | 9.2% | 61.2%-52.0pp | 69.0%-59.8pp | 69.5%-60.3pp |
| Annual return | 27.85% | 28.93%-1.1pp | 71.31%-43.5pp | 81.01%-53.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $418 | $2,394-82.5% | $3,239-87.1% | $3,608-88.4% |
| Admin fee / account holder | $3,219 | $4,569-29.5% | $6,101-47.2% | $5,124-37.2% |