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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 | $47,317 | $76,551-38.2% | $123,894-61.8% | $62,881-24.8% |
| Participation rate | 13.3% | 73.0%-59.6pp | 81.4%-68.1pp | 69.3%-56.0pp |
| Annual return | 9.67% | 18.68%-9.0pp | 47.52%-37.8pp | 20.14%-10.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $427 | $4,840-91.2% | $5,984-92.9% | $3,203-86.7% |
| Admin fee / account holder | $2,284 | $4,826-52.7% | $8,357-72.7% | $4,296-46.8% |