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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 | $94,922 | $56,894+66.8% | $84,753+12.0% | $62,881+51.0% |
| Participation rate | 28.6% | 68.5%-40.0pp | 76.6%-48.0pp | 69.3%-40.7pp |
| Annual return | 5.87% | 6.30%-0.4pp | 22.78%-16.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $749 | $2,709-72.3% | $3,712-79.8% | $3,203-76.6% |
| Admin fee / account holder | $2,317 | $3,581-35.3% | $5,333-56.6% | $4,296-46.1% |