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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 | $33,455 | $78,015-57.1% | $178,505-81.3% | $80,959-58.7% |
| Participation rate | 48.0% | 65.7%-17.7pp | 77.1%-29.1pp | 67.7%-19.7pp |
| Annual return | 13.66% | 18.10%-4.4pp | 27.16%-13.5pp | 35.67%-22.0pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,197 | $4,406-72.8% | $6,280-80.9% | $4,300-72.2% |
| Admin fee / account holder | $996 | $7,160-86.1% | $10,428-90.4% | $6,925-85.6% |