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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 | $34,310 | $67,602-49.2% | $82,312-58.3% | $70,126-51.1% |
| Participation rate | 20.9% | 72.8%-51.9pp | 76.9%-56.0pp | 69.5%-48.6pp |
| Annual return | 17.76% | 21.57%-3.8pp | 25.88%-8.1pp | 73.15%-55.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $269 | $2,987-91.0% | $3,706-92.7% | $3,332-91.9% |
| Admin fee / account holder | $2,914 | $4,512-35.4% | $5,608-48.0% | $4,645-37.3% |