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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 | $33,900 | $75,058-54.8% | $152,301-77.7% | $64,340-47.3% |
| Participation rate | 18.6% | 60.9%-42.3pp | 82.4%-63.8pp | 55.2%-36.6pp |
| Annual return | 18.68% | 29.93%-11.2pp | 80.50%-61.8pp | 24.14%-5.5pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $4,624-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $877 | $5,041-82.6% | $8,004-89.0% | $2,980-70.6% |
| Admin fee / account holder | $5,143 | $4,050+27.0% | $14,398-64.3% | $3,703+38.9% |