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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 | $33,784 | $101,778-66.8% | $164,975-79.5% | $80,925-58.3% |
| Participation rate | 25.0% | 71.8%-46.8pp | 78.6%-53.6pp | 67.7%-42.7pp |
| Annual return | 13.34% | 16.73%-3.4pp | 70.12%-56.8pp | 35.65%-22.3pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,632 | $4,477-63.5% | $6,033-72.9% | $4,299-62.0% |
| Admin fee / account holder | $729 | $8,221-91.1% | $12,688-94.3% | $6,940-89.5% |