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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 | $73,307 | $110,137-33.4% | $161,149-54.5% | $82,637-11.3% |
| Participation rate | 19.6% | 72.4%-52.7pp | 78.8%-59.2pp | 68.1%-48.4pp |
| Annual return | 18.07% | 20.69%-2.6pp | 21.16%-3.1pp | 53.51%-35.4pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,434 | $4,575-68.7% | $6,153-76.7% | $4,126-65.3% |
| Admin fee / account holder | $1,473 | $9,467-84.4% | $15,194-90.3% | $7,339-79.9% |