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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 | $45,324 | $97,550-53.5% | $120,344-62.3% | $87,485-48.2% |
| Participation rate | 25.9% | 72.8%-46.9pp | 76.7%-50.8pp | 68.9%-43.0pp |
| Annual return | 12.13% | 18.41%-6.3pp | 20.30%-8.2pp | 26.06%-13.9pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,496 | $4,230-64.6% | $5,135-70.9% | $4,274-65.0% |
| Admin fee / account holder | $1,072 | $9,543-88.8% | $12,742-91.6% | $7,775-86.2% |