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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 | $52,145 | $64,359-19.0% | $90,161-42.2% | $70,126-25.6% |
| Participation rate | 23.9% | 70.4%-46.6pp | 76.9%-53.0pp | 69.5%-45.7pp |
| Annual return | 20.99% | 28.13%-7.1pp | 34.89%-13.9pp | 73.15%-52.2pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,339 | $4,389-69.5% | $5,287-74.7% | $3,332-59.8% |
| Admin fee / account holder | $373 | $3,945-90.5% | $5,943-93.7% | $4,645-92.0% |