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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 | $30,440 | $72,177-57.8% | $115,038-73.5% | $59,633-49.0% |
| Participation rate | 38.3% | 72.6%-34.3pp | 81.4%-43.1pp | 68.7%-30.4pp |
| Annual return | 0.25% | 12.02%-11.8pp | 26.14%-25.9pp | 2041.45%-2041.2pp |
| Employer contribution / active EE | $755 | $2,841-73.4% | $4,608-83.6% | $2,203-65.7% |
| Participant deferral / active EE | $1,419 | $4,783-70.3% | $6,026-76.5% | $3,192-55.5% |
| Admin fee / account holder | $498 | $4,927-89.9% | $8,175-93.9% | $4,297-88.4% |