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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 | $38,601 | $71,534-46.0% | $98,462-60.8% | $71,529-46.0% |
| Participation rate | 10.4% | 72.7%-62.3pp | 75.2%-64.8pp | 67.9%-57.6pp |
| Annual return | 15.12% | 32.44%-17.3pp | 21.17%-6.1pp | 28.97%-13.9pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,049-100.0% | $2,590-100.0% |
| Participant deferral / active EE | $326 | $4,109-92.1% | $4,738-93.1% | $4,291-92.4% |
| Admin fee / account holder | $745 | $1,677-55.6% | $8,875-91.6% | $1,588-53.1% |