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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 | $64,290 | $99,345-35.3% | $84,753-24.1% | $273,972-76.5% |
| Participation rate | 42.9% | 80.7%-37.8pp | 76.6%-33.7pp | 83.0%-40.2pp |
| Annual return | 6.00% | 22.93%-16.9pp | 22.78%-16.8pp | 41.46%-35.5pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $892 | $4,270-79.1% | $3,712-76.0% | $5,287-83.1% |
| Admin fee / account holder | $683 | $6,645-89.7% | $5,333-87.2% | $10,133-93.3% |