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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 | $31,906 | $82,979-61.5% | $102,412-68.8% | $77,736-59.0% |
| Participation rate | 10.9% | 71.5%-60.7pp | 74.5%-63.6pp | 70.6%-59.7pp |
| Annual return | 14.27% | 19.11%-4.8pp | 24.94%-10.7pp | 31.26%-17.0pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $3,870-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $749 | $4,109-81.8% | $5,060-85.2% | $4,651-83.9% |
| Admin fee / account holder | $3,405 | $639+433.2% | $8,388-59.4% | $433+685.7% |