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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 | $40,796 | $72,492-43.7% | $87,104-53.2% | $72,975-44.1% |
| Participation rate | 28.3% | 72.8%-44.5pp | 76.9%-48.6pp | 69.5%-41.2pp |
| Annual return | 21.37% | 24.46%-3.1pp | 28.19%-6.8pp | 81.01%-59.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $588 | $3,270-82.0% | $4,048-85.5% | $3,608-83.7% |
| Admin fee / account holder | $362 | $5,055-92.8% | $7,491-95.2% | $5,124-92.9% |