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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 | $71,944 | $114,712-37.3% | $173,730-58.6% | $87,485-17.8% |
| Participation rate | 42.9% | 73.0%-30.1pp | 79.6%-36.7pp | 68.9%-26.1pp |
| Annual return | 17.74% | 20.18%-2.4pp | 19.96%-2.2pp | 26.06%-8.3pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,702 | $4,642-63.3% | $6,326-73.1% | $4,274-60.2% |
| Admin fee / account holder | $840 | $10,210-91.8% | $17,523-95.2% | $7,775-89.2% |