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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 | $63,700 | $106,864-40.4% | $147,318-56.8% | $82,637-22.9% |
| Participation rate | 18.4% | 75.5%-57.1pp | 82.1%-63.7pp | 68.1%-49.7pp |
| Annual return | 18.71% | 27.49%-8.8pp | 70.43%-51.7pp | 53.51%-34.8pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,292 | $6,496-64.7% | $7,906-71.0% | $4,126-44.5% |
| Admin fee / account holder | $1,896 | $8,415-77.5% | $13,708-86.2% | $7,339-74.2% |