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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 | $36,633 | $61,605-40.5% | $112,273-67.4% | $75,173-51.3% |
| Participation rate | 57.6% | 61.7%-4.1pp | 72.4%-14.9pp | 67.2%-9.6pp |
| Annual return | 12.93% | 28.47%-15.5pp | 30.23%-17.3pp | 160.72%-147.8pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $3,431-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $540 | $3,108-82.6% | $4,800-88.8% | $4,126-86.9% |
| Admin fee / account holder | $1,439 | $4,862-70.4% | $7,752-81.4% | $5,651-74.5% |