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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 | $52,188 | $86,919-40.0% | $102,457-49.1% | $80,911-35.5% |
| Participation rate | 18.4% | 72.4%-54.0pp | 76.5%-58.1pp | 67.6%-49.2pp |
| Annual return | 19.90% | 18.90%+1.0pp | 29.41%-9.5pp | 35.63%-15.7pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $438 | $4,119-89.4% | $5,054-91.3% | $4,297-89.8% |
| Admin fee / account holder | $807 | $8,049-90.0% | $9,451-91.5% | $6,935-88.4% |