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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 | $46,202 | $72,269-36.1% | $101,271-54.4% | $79,852-42.1% |
| Participation rate | 36.8% | 68.5%-31.6pp | 75.8%-39.0pp | 69.6%-32.8pp |
| Annual return | 11.43% | 22.29%-10.9pp | 46.48%-35.0pp | 31.72%-20.3pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $721 | $3,282-78.0% | $4,371-83.5% | $3,740-80.7% |
| Admin fee / account holder | $553 | $4,401-87.4% | $5,948-90.7% | $5,306-89.6% |