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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 | $20,846 | $87,878-76.3% | $97,411-78.6% | $82,637-74.8% |
| Participation rate | 31.4% | 75.6%-44.2pp | 80.4%-49.0pp | 68.1%-36.6pp |
| Annual return | 14.45% | 54.63%-40.2pp | 34.72%-20.3pp | 53.51%-39.1pp |
| Employer contribution / active EE | $0 | $3,800-100.0% | $4,210-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,442 | $5,525-73.9% | $5,886-75.5% | $4,126-65.1% |
| Admin fee / account holder | $1,790 | $6,743-73.5% | $7,145-74.9% | $7,339-75.6% |