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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 | $57,660 | $76,551-24.7% | $123,894-53.5% | $62,881-8.3% |
| Participation rate | 24.0% | 73.0%-49.0pp | 81.4%-57.4pp | 69.3%-45.3pp |
| Annual return | 11.13% | 18.68%-7.5pp | 47.52%-36.4pp | 20.14%-9.0pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,710 | $4,840-64.7% | $5,984-71.4% | $3,203-46.6% |
| Admin fee / account holder | $861 | $4,826-82.2% | $8,357-89.7% | $4,296-80.0% |