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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 | $68,906 | $99,345-30.6% | $84,753-18.7% | $273,972-74.8% |
| Participation rate | 62.5% | 80.7%-18.2pp | 76.6%-14.1pp | 83.0%-20.5pp |
| Annual return | 6.01% | 22.93%-16.9pp | 22.78%-16.8pp | 41.46%-35.4pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $964 | $4,270-77.4% | $3,712-74.0% | $5,287-81.8% |
| Admin fee / account holder | $2,047 | $6,645-69.2% | $5,333-61.6% | $10,133-79.8% |