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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 | $62,193 | $93,617-33.6% | $135,982-54.3% | $75,177-17.3% |
| Participation rate | 18.4% | 75.2%-56.8pp | 81.9%-63.6pp | 67.2%-48.8pp |
| Annual return | 24.62% | 30.89%-6.3pp | 68.32%-43.7pp | 160.75%-136.1pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,246 | $6,406-64.9% | $7,760-71.1% | $4,126-45.6% |
| Admin fee / account holder | $515 | $6,980-92.6% | $10,767-95.2% | $5,651-90.9% |