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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 | $53,927 | $76,371-29.4% | $93,621-42.4% | $72,976-26.1% |
| Participation rate | 20.6% | 71.8%-51.2pp | 75.8%-55.2pp | 69.5%-48.9pp |
| Annual return | 19.29% | 25.82%-6.5pp | 32.76%-13.5pp | 81.02%-61.7pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $768 | $3,538-78.3% | $4,070-81.1% | $3,608-78.7% |
| Admin fee / account holder | $689 | $6,839-89.9% | $7,890-91.3% | $5,124-86.6% |