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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 | $33,595 | $64,359-47.8% | $90,161-62.7% | $70,126-52.1% |
| Participation rate | 17.9% | 70.4%-52.5pp | 76.9%-59.0pp | 69.5%-51.6pp |
| Annual return | 25.36% | 28.13%-2.8pp | 34.89%-9.5pp | 73.15%-47.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,573 | $4,389-64.2% | $5,287-70.3% | $3,332-52.8% |
| Admin fee / account holder | $8,419 | $3,945+113.4% | $5,943+41.7% | $4,645+81.2% |