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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 | $42,599 | $86,938-51.0% | $102,423-58.4% | $80,925-47.4% |
| Participation rate | 25.0% | 72.4%-47.4pp | 76.5%-51.5pp | 67.7%-42.7pp |
| Annual return | 16.15% | 18.89%-2.7pp | 29.42%-13.3pp | 35.65%-19.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $721 | $4,120-82.5% | $5,054-85.7% | $4,299-83.2% |
| Admin fee / account holder | $740 | $8,053-90.8% | $9,455-92.2% | $6,940-89.3% |