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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 | $33,152 | $76,834-56.9% | $108,359-69.4% | $87,485-62.1% |
| Participation rate | 27.3% | 61.7%-34.5pp | 70.1%-42.8pp | 68.9%-41.7pp |
| Annual return | 12.06% | 19.09%-7.0pp | 36.89%-24.8pp | 26.06%-14.0pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $990 | $3,100-68.1% | $4,137-76.1% | $4,274-76.8% |
| Admin fee / account holder | $2,043 | $6,537-68.7% | $9,741-79.0% | $7,775-73.7% |