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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 | $32,350 | $103,164-68.6% | $90,259-64.2% | $154,746-79.1% |
| Participation rate | 42.9% | 76.1%-33.2pp | 70.7%-27.9pp | 80.7%-37.8pp |
| Annual return | 14.61% | 19.25%-4.6pp | 18.88%-4.3pp | 172.34%-157.7pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $627 | $4,422-85.8% | $3,827-83.6% | $6,730-90.7% |
| Admin fee / account holder | $868 | $8,593-89.9% | $7,267-88.1% | $14,365-94.0% |