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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 | $42,028 | $95,453-56.0% | $112,040-62.5% | $82,448-49.0% |
| Participation rate | 19.7% | 72.8%-53.1pp | 76.5%-56.8pp | 68.1%-48.4pp |
| Annual return | 18.38% | 23.92%-5.5pp | 24.52%-6.1pp | 41.64%-23.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,875 | $4,224-55.6% | $5,098-63.2% | $4,139-54.7% |
| Admin fee / account holder | $2,556 | $9,013-71.6% | $12,098-78.9% | $7,234-64.7% |