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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 | $34,553 | $83,485-58.6% | $125,195-72.4% | $72,976-52.7% |
| Participation rate | 33.9% | 73.3%-39.4pp | 79.8%-45.9pp | 69.5%-35.6pp |
| Annual return | 20.93% | 25.77%-4.8pp | 43.79%-22.9pp | 81.02%-60.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $602 | $3,586-83.2% | $4,937-87.8% | $3,608-83.3% |
| Admin fee / account holder | $771 | $5,518-86.0% | $9,704-92.1% | $5,124-84.9% |