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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 | $28,168 | $76,371-63.1% | $93,621-69.9% | $72,975-61.4% |
| Participation rate | 42.6% | 71.8%-29.2pp | 75.8%-33.2pp | 69.5%-26.9pp |
| Annual return | 17.79% | 25.82%-8.0pp | 32.76%-15.0pp | 81.01%-63.2pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,103 | $3,538-68.8% | $4,070-72.9% | $3,608-69.4% |
| Admin fee / account holder | $10,080 | $6,839+47.4% | $7,890+27.8% | $5,124+96.7% |