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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 | $37,235 | $77,460-51.9% | $100,378-62.9% | $80,925-54.0% |
| Participation rate | 12.3% | 76.9%-64.7pp | 81.5%-69.2pp | 67.7%-55.4pp |
| Annual return | 12.81% | 37.24%-24.4pp | 49.41%-36.6pp | 35.65%-22.8pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,587 | $6,818-76.7% | $8,087-80.4% | $4,299-63.1% |
| Admin fee / account holder | $2,182 | $5,887-62.9% | $7,899-72.4% | $6,940-68.6% |