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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 | $38,196 | $77,358-50.6% | $102,184-62.6% | $87,485-56.3% |
| Participation rate | 66.7% | 78.7%-12.0pp | 82.6%-15.9pp | 68.9%-2.3pp |
| Annual return | 15.44% | 41.11%-25.7pp | 31.58%-16.1pp | 26.06%-10.6pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,758 | $6,753-74.0% | $8,309-78.8% | $4,274-58.9% |
| Admin fee / account holder | $5,377 | $6,809-21.0% | $11,609-53.7% | $7,775-30.8% |