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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 | $29,007 | $72,269-59.9% | $101,271-71.4% | $79,852-63.7% |
| Participation rate | 62.0% | 68.5%-6.5pp | 75.8%-13.8pp | 69.6%-7.7pp |
| Annual return | 15.66% | 22.29%-6.6pp | 46.48%-30.8pp | 31.72%-16.1pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,321 | $3,282-59.8% | $4,371-69.8% | $3,740-64.7% |
| Admin fee / account holder | $333 | $4,401-92.4% | $5,948-94.4% | $5,306-93.7% |