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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 | $37,235 | $77,523-52.0% | $100,383-62.9% | $80,874-54.0% |
| Participation rate | 12.3% | 77.0%-64.7pp | 81.5%-69.2pp | 67.6%-55.4pp |
| Annual return | 12.81% | 37.21%-24.4pp | 49.26%-36.5pp | 35.62%-22.8pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,587 | $6,822-76.7% | $8,086-80.4% | $4,297-63.1% |
| Admin fee / account holder | $2,182 | $5,899-63.0% | $7,900-72.4% | $6,935-68.5% |