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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 | $54,174 | $112,729-51.9% | $98,716-45.1% | $137,256-60.5% |
| Participation rate | 34.8% | 74.2%-39.4pp | 69.3%-34.5pp | 80.0%-45.2pp |
| Annual return | 12.92% | 38.48%-25.6pp | 31.81%-18.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $673 | $4,640-85.5% | $4,048-83.4% | $6,407-89.5% |
| Admin fee / account holder | $451 | $10,129-95.5% | $8,703-94.8% | $12,270-96.3% |