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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 | $45,148 | $124,980-63.9% | $108,359-58.3% | $154,746-70.8% |
| Participation rate | 20.0% | 75.2%-55.2pp | 70.1%-50.1pp | 80.7%-60.7pp |
| Annual return | 11.80% | 45.00%-33.2pp | 36.89%-25.1pp | 172.34%-160.5pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,164 | $4,743-75.5% | $4,137-71.9% | $6,730-82.7% |
| Admin fee / account holder | $3,024 | $11,502-73.7% | $9,741-69.0% | $14,365-79.0% |