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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 | $32,369 | $52,911-38.8% | $73,309-55.8% | $59,633-45.7% |
| Participation rate | 60.0% | 68.2%-8.2pp | 74.9%-14.9pp | 68.7%-8.7pp |
| Annual return | 12.36% | 12.20%+0.2pp | 5.67%+6.7pp | 2041.45%-2029.1pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,237-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,615 | $4,069-60.3% | $4,991-67.6% | $3,192-49.4% |
| Admin fee / account holder | $1,935 | $3,835-49.5% | $5,635-65.7% | $4,297-55.0% |