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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 | $51,591 | $72,492-28.8% | $87,102-40.8% | $72,983-29.3% |
| Participation rate | 30.8% | 72.8%-42.0pp | 76.9%-46.1pp | 69.5%-38.7pp |
| Annual return | 24.63% | 24.46%+0.2pp | 28.19%-3.6pp | 81.01%-56.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,452 | $3,270-55.6% | $4,048-64.1% | $3,608-59.8% |
| Admin fee / account holder | $2,361 | $5,055-53.3% | $7,491-68.5% | $5,124-53.9% |