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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 | $75,401 | $106,864-29.4% | $147,318-48.8% | $82,637-8.8% |
| Participation rate | 50.0% | 75.5%-25.5pp | 82.1%-32.1pp | 68.1%-18.1pp |
| Annual return | 14.89% | 27.49%-12.6pp | 70.43%-55.5pp | 53.51%-38.6pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,351 | $6,496-79.2% | $7,906-82.9% | $4,126-67.3% |
| Admin fee / account holder | $300 | $8,415-96.4% | $13,708-97.8% | $7,339-95.9% |