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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 | $56,964 | $109,620-48.0% | $148,496-61.6% | $94,015-39.4% |
| Participation rate | 38.2% | 71.3%-33.1pp | 76.0%-37.9pp | 70.8%-32.6pp |
| Annual return | 14.31% | 17.54%-3.2pp | 12.33%+2.0pp | 17.84%-3.5pp |
| Employer contribution / active EE | $0 | $2,618-100.0% | $3,497-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $829 | $3,831-78.4% | $4,808-82.8% | $4,249-80.5% |
| Admin fee / account holder | $2,084 | $10,050-79.3% | $19,547-89.3% | $8,951-76.7% |