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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 | $38,563 | $84,953-54.6% | $163,379-76.4% | $82,637-53.3% |
| Participation rate | 20.9% | 65.9%-45.0pp | 76.8%-55.9pp | 68.1%-47.1pp |
| Annual return | 14.54% | 23.07%-8.5pp | 63.41%-48.9pp | 53.51%-39.0pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $949 | $4,326-78.1% | $6,282-84.9% | $4,126-77.0% |
| Admin fee / account holder | $4,453 | $7,921-43.8% | $9,818-54.6% | $7,339-39.3% |