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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 | $75,117 | $81,476-7.8% | $102,383-26.6% | $80,925-7.2% |
| Participation rate | 52.2% | 66.8%-14.7pp | 74.5%-22.3pp | 67.7%-15.5pp |
| Annual return | 10.90% | 25.59%-14.7pp | 24.94%-14.0pp | 35.65%-24.7pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,306 | $3,871-66.3% | $5,060-74.2% | $4,299-69.6% |
| Admin fee / account holder | $4,473 | $6,717-33.4% | $8,391-46.7% | $6,940-35.5% |