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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 | $115,225-53.0% | $100,712-46.2% | $138,895-61.0% |
| Participation rate | 34.8% | 74.3%-39.6pp | 69.3%-34.5pp | 79.9%-45.1pp |
| Annual return | 12.92% | 40.35%-27.4pp | 33.27%-20.4pp | 145.39%-132.5pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $673 | $4,699-85.7% | $4,085-83.5% | $6,396-89.5% |
| Admin fee / account holder | $451 | $10,844-95.8% | $9,256-95.1% | $12,562-96.4% |