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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 | $65,994 | $86,940-24.1% | $102,434-35.6% | $80,935-18.5% |
| Participation rate | 40.4% | 72.4%-32.0pp | 76.5%-36.1pp | 67.7%-27.2pp |
| Annual return | 10.47% | 18.89%-8.4pp | 29.46%-19.0pp | 35.66%-25.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,445 | $4,121-64.9% | $5,055-71.4% | $4,299-66.4% |
| Admin fee / account holder | $9,428 | $8,047+17.2% | $9,462-0.4% | $6,924+36.2% |