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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 | $58,963 | $64,359-8.4% | $90,161-34.6% | $70,126-15.9% |
| Participation rate | 55.1% | 70.4%-15.3pp | 76.9%-21.8pp | 69.5%-14.4pp |
| Annual return | 18.40% | 28.13%-9.7pp | 34.89%-16.5pp | 73.15%-54.8pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,621 | $4,389-63.1% | $5,287-69.3% | $3,332-51.3% |
| Admin fee / account holder | $369 | $3,945-90.6% | $5,943-93.8% | $4,645-92.1% |