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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 | $55,198 | $72,273-23.6% | $101,275-45.5% | $79,856-30.9% |
| Participation rate | 20.0% | 68.5%-48.5pp | 75.8%-55.8pp | 69.6%-49.6pp |
| Annual return | 15.08% | 22.30%-7.2pp | 46.48%-31.4pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $733 | $3,282-77.7% | $4,371-83.2% | $3,741-80.4% |
| Admin fee / account holder | $1,825 | $4,401-58.5% | $5,948-69.3% | $5,306-65.6% |