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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 | $30,570 | $96,052-68.2% | $118,106-74.1% | $87,485-65.1% |
| Participation rate | 19.2% | 77.0%-57.8pp | 81.9%-62.6pp | 68.9%-49.7pp |
| Annual return | 15.64% | 24.16%-8.5pp | 19.44%-3.8pp | 26.06%-10.4pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $4,698-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,632 | $5,793-71.8% | $6,619-75.3% | $4,274-61.8% |
| Admin fee / account holder | $357 | $7,618-95.3% | $8,973-96.0% | $7,775-95.4% |