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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 | $50,852 | $72,492-29.9% | $87,104-41.6% | $72,975-30.3% |
| Participation rate | 69.4% | 72.8%-3.4pp | 76.9%-7.4pp | 69.5%0pp |
| Annual return | 18.23% | 24.46%-6.2pp | 28.19%-10.0pp | 81.01%-62.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,419 | $3,270-56.6% | $4,048-65.0% | $3,608-60.7% |
| Admin fee / account holder | $7,440 | $5,055+47.2% | $7,491-0.7% | $5,124+45.2% |