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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 | $120,571 | $60,349+99.8% | $74,184+62.5% | $62,881+91.7% |
| Participation rate | 28.4% | 72.7%-44.4pp | 76.6%-48.2pp | 69.3%-40.9pp |
| Annual return | 5.29% | 21.38%-16.1pp | 17.74%-12.4pp | 20.14%-14.9pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $924 | $2,856-67.6% | $3,550-74.0% | $3,203-71.1% |
| Admin fee / account holder | $4,457 | $4,261+4.6% | $5,586-20.2% | $4,296+3.7% |