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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 | $47,530 | $106,524-55.4% | $152,301-68.8% | $87,485-45.7% |
| Participation rate | 20.7% | 75.8%-55.1pp | 82.4%-61.8pp | 68.9%-48.2pp |
| Annual return | 16.19% | 26.89%-10.7pp | 80.50%-64.3pp | 26.06%-9.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,045 | $6,525-68.7% | $8,004-74.4% | $4,274-52.1% |
| Admin fee / account holder | $508 | $8,287-93.9% | $14,398-96.5% | $7,775-93.5% |