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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 | $65,527 | $108,825-39.8% | $156,181-58.0% | $82,448-20.5% |
| Participation rate | 18.0% | 72.4%-54.3pp | 78.8%-60.8pp | 68.1%-50.0pp |
| Annual return | 13.46% | 20.59%-7.1pp | 64.87%-51.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $882 | $4,577-80.7% | $6,132-85.6% | $4,139-78.7% |
| Admin fee / account holder | $11,216 | $9,341+20.1% | $14,586-23.1% | $7,234+55.0% |