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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 | $37,708 | $101,795-63.0% | $165,100-77.2% | $80,959-53.4% |
| Participation rate | 17.8% | 71.8%-54.0pp | 78.6%-60.8pp | 67.7%-49.9pp |
| Annual return | 15.32% | 16.73%-1.4pp | 70.21%-54.9pp | 35.67%-20.4pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,244 | $4,476-72.2% | $6,035-79.4% | $4,300-71.1% |
| Admin fee / account holder | $5,358 | $8,221-34.8% | $12,696-57.8% | $6,925-22.6% |