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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 | $55,429 | $76,371-27.4% | $93,621-40.8% | $72,976-24.0% |
| Participation rate | 36.4% | 71.8%-35.4pp | 75.8%-39.5pp | 69.5%-33.1pp |
| Annual return | 20.02% | 25.82%-5.8pp | 32.76%-12.7pp | 81.02%-61.0pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,212 | $3,538-65.8% | $4,070-70.2% | $3,608-66.4% |
| Admin fee / account holder | $902 | $6,839-86.8% | $7,890-88.6% | $5,124-82.4% |