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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 | $62,114 | $138,366-55.1% | $184,185-66.3% | $80,911-23.2% |
| Participation rate | 44.4% | 83.9%-39.4pp | 86.8%-42.4pp | 67.6%-23.2pp |
| Annual return | 15.02% | 20.02%-5.0pp | 28.81%-13.8pp | 35.63%-20.6pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,426-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,367 | $7,074-66.5% | $9,132-74.1% | $4,297-44.9% |
| Admin fee / account holder | $8,435 | $10,484-19.5% | $13,909-39.4% | $6,935+21.6% |