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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 | $36,491 | $110,483-67.0% | $145,433-74.9% | $79,634-54.2% |
| Participation rate | 9.1% | 71.1%-62.0pp | 82.1%-73.0pp | 62.5%-53.4pp |
| Annual return | 18.12% | 24.62%-6.5pp | 66.58%-48.5pp | 36.46%-18.3pp |
| Employer contribution / active EE | $0 | $4,053-100.0% | $4,554-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $691 | $7,216-90.4% | $7,897-91.3% | $3,835-82.0% |
| Admin fee / account holder | $1,411 | $680+107.5% | $13,129-89.3% | $1,002+40.8% |