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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 | $57,153 | $56,110+1.9% | $94,993-39.8% | $70,124-18.5% |
| Participation rate | 42.3% | 65.0%-22.7pp | 73.9%-31.6pp | 69.5%-27.2pp |
| Annual return | 16.86% | 51.02%-34.2pp | 27.14%-10.3pp | 73.14%-56.3pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $509 | $2,391-78.7% | $3,317-84.7% | $3,332-84.7% |
| Admin fee / account holder | $3,242 | $3,456-6.2% | $4,960-34.6% | $4,645-30.2% |