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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 | $33,608 | $161,352-79.2% | $134,172-75.0% | $137,256-75.5% |
| Participation rate | 30.0% | 78.3%-48.3pp | 72.5%-42.5pp | 80.0%-50.0pp |
| Annual return | 19.81% | 28.72%-8.9pp | 25.30%-5.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $477 | $5,552-91.4% | $4,690-89.8% | $6,407-92.6% |
| Admin fee / account holder | $1,113 | $15,028-92.6% | $12,016-90.7% | $12,270-90.9% |