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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 | $49,382 | $114,712-57.0% | $173,730-71.6% | $87,485-43.6% |
| Participation rate | 6.8% | 73.0%-66.2pp | 79.6%-72.8pp | 68.9%-62.2pp |
| Annual return | 16.57% | 20.18%-3.6pp | 19.96%-3.4pp | 26.06%-9.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $746 | $4,642-83.9% | $6,326-88.2% | $4,274-82.5% |
| Admin fee / account holder | $1,865 | $10,210-81.7% | $17,523-89.4% | $7,775-76.0% |