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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 | $57,028 | $78,520-27.4% | $96,576-41.0% | $82,448-30.8% |
| Participation rate | 21.6% | 77.7%-56.1pp | 81.4%-59.8pp | 68.1%-46.4pp |
| Annual return | 17.07% | 41.30%-24.2pp | 38.47%-21.4pp | 41.64%-24.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,571 | $6,754-61.9% | $7,956-67.7% | $4,139-37.9% |
| Admin fee / account holder | $317 | $13,455-97.6% | $11,381-97.2% | $7,234-95.6% |