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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 | $33,913 | $55,713-39.1% | $75,894-55.3% | $72,983-53.5% |
| Participation rate | 11.8% | 61.1%-49.4pp | 69.3%-57.5pp | 69.5%-57.7pp |
| Annual return | 23.76% | 27.60%-3.8pp | 30.76%-7.0pp | 81.01%-57.2pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $316 | $2,634-88.0% | $3,603-91.2% | $3,608-91.2% |
| Admin fee / account holder | $4,171 | $3,980+4.8% | $5,420-23.0% | $5,124-18.6% |