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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 | $33,655 | $106,974-68.5% | $90,796-62.9% | $138,895-75.8% |
| Participation rate | 33.3% | 74.9%-41.5pp | 69.5%-36.2pp | 79.9%-46.6pp |
| Annual return | 11.67% | 20.10%-8.4pp | 19.29%-7.6pp | 145.39%-133.7pp |
| Employer contribution / active EE | $0 | $2,609-100.0% | $2,294-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $730 | $4,455-83.6% | $3,822-80.9% | $6,396-88.6% |
| Admin fee / account holder | $5,179 | $8,626-40.0% | $7,024-26.3% | $12,562-58.8% |