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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 | $38,196 | $83,061-54.0% | $126,068-69.7% | $94,015-59.4% |
| Participation rate | 66.7% | 81.2%-14.5pp | 84.7%-18.0pp | 70.8%-4.2pp |
| Annual return | 15.44% | 20.41%-5.0pp | 15.01%+0.4pp | 17.84%-2.4pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,758 | $7,042-75.0% | $8,214-78.6% | $4,249-58.6% |
| Admin fee / account holder | $5,377 | $7,208-25.4% | $18,264-70.6% | $8,951-39.9% |