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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 | $60,278 | $138,386-56.4% | $184,260-67.3% | $80,935-25.5% |
| Participation rate | 59.4% | 83.9%-24.5pp | 86.8%-27.4pp | 67.7%-8.2pp |
| Annual return | 13.78% | 20.02%-6.2pp | 28.84%-15.1pp | 35.66%-21.9pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,372 | $7,076-66.5% | $9,133-74.0% | $4,299-44.8% |
| Admin fee / account holder | $7,280 | $10,489-30.6% | $13,898-47.6% | $6,924+5.1% |