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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 | $47,178 | $64,359-26.7% | $90,161-47.7% | $70,126-32.7% |
| Participation rate | 52.4% | 70.4%-18.1pp | 76.9%-24.5pp | 69.5%-17.2pp |
| Annual return | 15.01% | 28.13%-13.1pp | 34.89%-19.9pp | 73.15%-58.1pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,442 | $4,389-67.1% | $5,287-72.7% | $3,332-56.7% |
| Admin fee / account holder | $1,317 | $3,945-66.6% | $5,943-77.8% | $4,645-71.7% |