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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 | $41,975 | $126,661-66.9% | $113,397-63.0% | $138,895-69.8% |
| Participation rate | 68.8% | 79.4%-10.7pp | 76.5%-7.7pp | 79.9%-11.2pp |
| Annual return | 12.03% | 25.05%-13.0pp | 23.20%-11.2pp | 145.39%-133.4pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,753 | $5,693-69.2% | $5,076-65.5% | $6,396-72.6% |
| Admin fee / account holder | $1,759 | $14,549-87.9% | $11,957-85.3% | $12,562-86.0% |