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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 | $37,709 | $72,492-48.0% | $87,104-56.7% | $72,975-48.3% |
| Participation rate | 17.5% | 72.8%-55.3pp | 76.9%-59.4pp | 69.5%-52.0pp |
| Annual return | 19.92% | 24.46%-4.5pp | 28.19%-8.3pp | 81.01%-61.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $555 | $3,270-83.0% | $4,048-86.3% | $3,608-84.6% |
| Admin fee / account holder | $6,307 | $5,055+24.8% | $7,491-15.8% | $5,124+23.1% |