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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 | $36,013 | $60,349-40.3% | $74,184-51.5% | $62,881-42.7% |
| Participation rate | 30.5% | 72.7%-42.2pp | 76.6%-46.1pp | 69.3%-38.8pp |
| Annual return | 6.93% | 21.38%-14.4pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $898 | $2,856-68.6% | $3,550-74.7% | $3,203-72.0% |
| Admin fee / account holder | $533 | $4,261-87.5% | $5,586-90.5% | $4,296-87.6% |