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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 | $58,489 | $124,425-53.0% | $112,040-47.8% | $137,256-57.4% |
| Participation rate | 41.2% | 79.3%-38.1pp | 76.5%-35.3pp | 80.0%-38.8pp |
| Annual return | 17.24% | 24.72%-7.5pp | 24.52%-7.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,565 | $5,718-72.6% | $5,098-69.3% | $6,407-75.6% |
| Admin fee / account holder | $372 | $15,207-97.6% | $12,098-96.9% | $12,270-97.0% |