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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 | $42,518 | $111,814-62.0% | $103,378-58.9% | $145,978-70.9% |
| Participation rate | 68.8% | 77.9%-9.2pp | 74.5%-5.8pp | 80.3%-11.5pp |
| Annual return | 11.13% | 24.80%-13.7pp | 24.91%-13.8pp | 550.52%-539.4pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,202 | $5,618-78.6% | $5,058-76.2% | $6,690-82.0% |
| Admin fee / account holder | $5,083 | $9,764-47.9% | $8,401-39.5% | $13,400-62.1% |