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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 | $28,745 | $177,156-83.8% | $147,027-80.4% | $154,746-81.4% |
| Participation rate | 35.7% | 79.4%-43.6pp | 73.7%-38.0pp | 80.7%-45.0pp |
| Annual return | 15.15% | 21.94%-6.8pp | 20.23%-5.1pp | 172.34%-157.2pp |
| Employer contribution / active EE | $0 | $4,336-100.0% | $3,626-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $782 | $5,797-86.5% | $4,933-84.2% | $6,730-88.4% |
| Admin fee / account holder | $1,752 | $14,904-88.2% | $12,223-85.7% | $14,365-87.8% |