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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 | $47,279 | $83,898-43.6% | $133,346-64.5% | $94,015-49.7% |
| Participation rate | 7.8% | 63.4%-55.6pp | 72.8%-65.1pp | 70.8%-63.0pp |
| Annual return | 12.22% | 16.00%-3.8pp | 36.85%-24.6pp | 17.84%-5.6pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $529 | $3,245-83.7% | $4,332-87.8% | $4,249-87.6% |
| Admin fee / account holder | $7,577 | $7,809-3.0% | $14,264-46.9% | $8,951-15.4% |