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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 | $54,270 | $101,795-46.7% | $165,100-67.1% | $80,959-33.0% |
| Participation rate | 23.3% | 71.8%-48.5pp | 78.6%-55.3pp | 67.7%-44.3pp |
| Annual return | 11.08% | 16.73%-5.6pp | 70.21%-59.1pp | 35.67%-24.6pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,370 | $4,476-69.4% | $6,035-77.3% | $4,300-68.2% |
| Admin fee / account holder | $3,333 | $8,221-59.5% | $12,696-73.7% | $6,925-51.9% |