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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 | $34,091 | $76,551-55.5% | $123,894-72.5% | $62,881-45.8% |
| Participation rate | 63.3% | 73.0%-9.6pp | 81.4%-18.1pp | 69.3%-6.0pp |
| Annual return | 5.95% | 18.68%-12.7pp | 47.52%-41.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,749 | $4,840-63.9% | $5,984-70.8% | $3,203-45.4% |
| Admin fee / account holder | $3,850 | $4,826-20.2% | $8,357-53.9% | $4,296-10.4% |