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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 | $44,765 | $73,787-39.3% | $98,716-54.7% | $82,448-45.7% |
| Participation rate | 34.2% | 61.4%-27.2pp | 69.3%-35.1pp | 68.1%-33.9pp |
| Annual return | 15.54% | 18.57%-3.0pp | 31.81%-16.3pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $905 | $3,081-70.6% | $4,048-77.6% | $4,139-78.1% |
| Admin fee / account holder | $13,717 | $6,500+111.0% | $8,703+57.6% | $7,234+89.6% |