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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 | $42,203 | $86,919-51.4% | $102,457-58.8% | $80,911-47.8% |
| Participation rate | 29.0% | 72.4%-43.3pp | 76.5%-47.5pp | 67.6%-38.6pp |
| Annual return | 11.68% | 18.90%-7.2pp | 29.41%-17.7pp | 35.63%-24.0pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,144 | $4,119-72.2% | $5,054-77.4% | $4,297-73.4% |
| Admin fee / account holder | $27,188 | $8,049+237.8% | $9,451+187.7% | $6,935+292.1% |