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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 | $34,716 | $52,580-34.0% | $71,671-51.6% | $70,126-50.5% |
| Participation rate | 33.0% | 60.9%-27.9pp | 68.7%-35.8pp | 69.5%-36.6pp |
| Annual return | 26.18% | 20.25%+5.9pp | 20.65%+5.5pp | 73.15%-47.0pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $787 | $2,386-67.0% | $3,438-77.1% | $3,332-76.4% |
| Admin fee / account holder | $2,973 | $3,653-18.6% | $5,558-46.5% | $4,645-36.0% |