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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 | $124,425-79.8% | $112,040-77.6% | $137,256-81.7% |
| Participation rate | 21.7% | 79.3%-57.6pp | 76.5%-54.8pp | 80.0%-58.2pp |
| Annual return | 29.02% | 24.72%+4.3pp | 24.52%+4.5pp | 220.34%-191.3pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $894 | $5,718-84.4% | $5,098-82.5% | $6,407-86.0% |
| Admin fee / account holder | $1,622 | $15,207-89.3% | $12,098-86.6% | $12,270-86.8% |