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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 | $34,733 | $104,251-66.7% | $91,004-61.8% | $147,586-76.5% |
| Participation rate | 42.9% | 78.2%-35.4pp | 75.6%-32.7pp | 82.8%-40.0pp |
| Annual return | 11.27% | 27.06%-15.8pp | 4.60%+6.7pp | 578.59%-567.3pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $816 | $4,195-80.5% | $3,548-77.0% | $5,439-85.0% |
| Admin fee / account holder | $2,421 | $8,948-72.9% | $5,417-55.3% | $10,886-77.8% |