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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 | $34,093 | $84,953-59.9% | $163,379-79.1% | $82,637-58.7% |
| Participation rate | 30.9% | 65.9%-35.0pp | 76.8%-45.9pp | 68.1%-37.1pp |
| Annual return | 30.04% | 23.07%+7.0pp | 63.41%-33.4pp | 53.51%-23.5pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,305 | $4,326-69.8% | $6,282-79.2% | $4,126-68.4% |
| Admin fee / account holder | $982 | $7,921-87.6% | $9,818-90.0% | $7,339-86.6% |