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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 | $32,018 | $51,083-37.3% | $70,548-54.6% | $71,495-55.2% |
| Participation rate | 8.5% | 59.4%-50.9pp | 68.3%-59.9pp | 67.9%-59.4pp |
| Annual return | 18.39% | 42.64%-24.2pp | 32.78%-14.4pp | 28.85%-10.5pp |
| Employer contribution / active EE | $0 | $1,791-100.0% | $2,975-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $136 | $3,028-95.5% | $4,567-97.0% | $4,291-96.8% |
| Admin fee / account holder | $1,540 | $1,995-22.8% | $6,424-76.0% | $1,588-3.0% |