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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 | $43,882 | $146,267-70.0% | $197,124-77.7% | $82,448-46.8% |
| Participation rate | 26.0% | 84.0%-58.0pp | 86.7%-60.7pp | 68.1%-42.1pp |
| Annual return | 18.44% | 29.61%-11.2pp | 44.34%-25.9pp | 41.64%-23.2pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,651 | $7,035-76.5% | $9,135-81.9% | $4,139-60.1% |
| Admin fee / account holder | $424 | $14,422-97.1% | $16,298-97.4% | $7,234-94.1% |