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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 | $38,084 | $95,404-60.1% | $113,397-66.4% | $82,637-53.9% |
| Participation rate | 53.2% | 72.8%-19.6pp | 76.5%-23.3pp | 68.1%-14.8pp |
| Annual return | 15.36% | 19.08%-3.7pp | 23.20%-7.8pp | 53.51%-38.1pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,154 | $4,220-72.6% | $5,076-77.3% | $4,126-72.0% |
| Admin fee / account holder | $1,679 | $9,168-81.7% | $11,957-86.0% | $7,339-77.1% |