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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 | $49,418 | $82,523-40.1% | $115,752-57.3% | $70,126-29.5% |
| Participation rate | 11.5% | 74.0%-62.5pp | 77.8%-66.3pp | 69.5%-58.1pp |
| Annual return | 13.66% | 28.22%-14.6pp | 19.41%-5.8pp | 73.15%-59.5pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $3,492-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,188 | $4,062-70.8% | $5,204-77.2% | $3,332-64.3% |
| Admin fee / account holder | $4,480 | $4,552-1.6% | $6,278-28.6% | $4,645-3.6% |