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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 | $30,872 | $67,411-54.2% | $91,004-66.1% | $70,126-56.0% |
| Participation rate | 32.0% | 71.4%-39.4pp | 75.6%-43.6pp | 69.5%-37.5pp |
| Annual return | 16.62% | -40.16%+56.8pp | 4.60%+12.0pp | 73.15%-56.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $919 | $2,823-67.4% | $3,548-74.1% | $3,332-72.4% |
| Admin fee / account holder | $6,534 | $4,236+54.2% | $5,417+20.6% | $4,645+40.7% |