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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 | $58,585 | $81,358-28.0% | $155,556-62.3% | $80,959-27.6% |
| Participation rate | 28.2% | 66.3%-38.1pp | 78.2%-50.0pp | 67.7%-39.5pp |
| Annual return | 11.15% | 33.39%-22.2pp | 64.84%-53.7pp | 35.67%-24.5pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $829 | $3,455-76.0% | $5,631-85.3% | $4,300-80.7% |
| Admin fee / account holder | $15,165 | $7,994+89.7% | $15,885-4.5% | $6,925+119.0% |