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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 | $40,974 | $49,025-16.4% | $87,502-53.2% | $62,881-34.8% |
| Participation rate | 28.4% | 64.9%-36.5pp | 73.8%-45.5pp | 69.3%-40.9pp |
| Annual return | 6.00% | 10.02%-4.0pp | 12.21%-6.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $807 | $2,289-64.7% | $3,149-74.4% | $3,203-74.8% |
| Admin fee / account holder | $7,640 | $4,065+87.9% | $4,221+81.0% | $4,296+77.8% |