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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 | $37,900 | $71,523-47.0% | $98,461-61.5% | $71,511-47.0% |
| Participation rate | 37.6% | 72.7%-35.1pp | 75.2%-37.6pp | 67.9%-30.4pp |
| Annual return | 15.03% | 32.43%-17.4pp | 21.17%-6.1pp | 28.86%-13.8pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,049-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $699 | $4,109-83.0% | $4,738-85.3% | $4,291-83.7% |
| Admin fee / account holder | $5,774 | $1,676+244.5% | $8,961-35.6% | $1,588+263.5% |