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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 | $30,646 | $45,050-32.0% | $63,018-51.4% | $70,126-56.3% |
| Participation rate | 24.1% | 69.5%-45.4pp | 74.8%-50.7pp | 69.5%-45.4pp |
| Annual return | 21.11% | 18.76%+2.3pp | 87.62%-66.5pp | 73.15%-52.0pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $407 | $2,466-83.5% | $3,330-87.8% | $3,332-87.8% |
| Admin fee / account holder | $4,406 | $2,834+55.5% | $3,601+22.4% | $4,645-5.2% |