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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 | $25,696 | $78,013-67.1% | $178,449-85.6% | $80,911-68.2% |
| Participation rate | 8.7% | 65.7%-57.0pp | 77.1%-68.4pp | 67.6%-59.0pp |
| Annual return | 11.99% | 18.07%-6.1pp | 27.09%-15.1pp | 35.63%-23.6pp |
| Employer contribution / active EE | $0 | $2,287-100.0% | $3,951-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $800 | $4,408-81.8% | $6,277-87.3% | $4,297-81.4% |
| Admin fee / account holder | $4,481 | $7,166-37.5% | $10,362-56.8% | $6,935-35.4% |