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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 | $78,321 | $146,267-46.5% | $197,124-60.3% | $82,448-5.0% |
| Participation rate | 58.1% | 84.0%-26.0pp | 86.7%-28.6pp | 68.1%-10.0pp |
| Annual return | 19.68% | 29.61%-9.9pp | 44.34%-24.7pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,296 | $7,035-67.4% | $9,135-74.9% | $4,139-44.5% |
| Admin fee / account holder | $5,299 | $14,422-63.3% | $16,298-67.5% | $7,234-26.8% |