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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 | $60,805 | $106,524-42.9% | $152,301-60.1% | $87,485-30.5% |
| Participation rate | 34.4% | 75.8%-41.4pp | 82.4%-48.1pp | 68.9%-34.6pp |
| Annual return | 18.85% | 26.89%-8.0pp | 80.50%-61.7pp | 26.06%-7.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,216 | $6,525-66.0% | $8,004-72.3% | $4,274-48.1% |
| Admin fee / account holder | $503 | $8,287-93.9% | $14,398-96.5% | $7,775-93.5% |