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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 | $36,169 | $56,484-36.0% | $169,452-78.7% | $64,173-43.6% |
| Participation rate | 57.7% | 64.5%-6.9pp | 77.8%-20.1pp | 69.6%-11.9pp |
| Annual return | 9.95% | -1.55%+11.5pp | 1.83%+8.1pp | 7.63%+2.3pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $721 | $3,448-79.1% | $5,277-86.3% | $3,470-79.2% |
| Admin fee / account holder | $2,784 | $4,174-33.3% | $9,110-69.4% | $4,887-43.0% |