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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 | $65,469 | $101,798-35.7% | $165,071-60.3% | $80,935-19.1% |
| Participation rate | 40.0% | 71.8%-31.8pp | 78.6%-38.6pp | 67.7%-27.7pp |
| Annual return | 16.37% | 16.73%-0.4pp | 70.17%-53.8pp | 35.66%-19.3pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,347-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,464 | $4,476-67.3% | $6,035-75.7% | $4,299-65.9% |
| Admin fee / account holder | $727 | $8,221-91.2% | $12,695-94.3% | $6,924-89.5% |