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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 | $34,898 | $70,486-50.5% | $100,528-65.3% | $79,852-56.3% |
| Participation rate | 27.6% | 73.6%-46.1pp | 79.4%-51.8pp | 69.6%-42.1pp |
| Annual return | 21.44% | 21.90%-0.5pp | 30.90%-9.5pp | 31.72%-10.3pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $547 | $5,182-89.4% | $6,271-91.3% | $3,740-85.4% |
| Admin fee / account holder | $2,271 | $4,480-49.3% | $8,084-71.9% | $5,306-57.2% |