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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 | $34,450 | $64,890-46.9% | $134,172-74.3% | $67,986-49.3% |
| Participation rate | 6.4% | 48.5%-42.1pp | 72.5%-66.0pp | 57.2%-50.8pp |
| Annual return | 17.65% | 16.12%+1.5pp | 25.30%-7.7pp | 31.67%-14.0pp |
| Employer contribution / active EE | $0 | $1,360-100.0% | $3,420-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $358 | $2,289-84.4% | $4,690-92.4% | $3,358-89.3% |
| Admin fee / account holder | $1,476 | $3,140-53.0% | $12,016-87.7% | $3,203-53.9% |