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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 | $25,140 | $136,860-81.6% | $120,344-79.1% | $154,746-83.8% |
| Participation rate | 21.7% | 79.9%-58.1pp | 76.7%-55.0pp | 80.7%-59.0pp |
| Annual return | 29.02% | 21.38%+7.6pp | 20.30%+8.7pp | 172.34%-143.3pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $894 | $5,793-84.6% | $5,135-82.6% | $6,730-86.7% |
| Admin fee / account holder | $1,622 | $15,393-89.5% | $12,742-87.3% | $14,365-88.7% |