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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 | $77,962-67.0% | $178,540-85.6% | $80,935-68.3% |
| Participation rate | 8.7% | 65.7%-57.0pp | 77.1%-68.4pp | 67.7%-59.0pp |
| Annual return | 11.99% | 18.10%-6.1pp | 27.15%-15.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $0 | $2,280-100.0% | $3,953-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $800 | $4,404-81.8% | $6,281-87.3% | $4,299-81.4% |
| Admin fee / account holder | $4,481 | $7,156-37.4% | $10,424-57.0% | $6,924-35.3% |