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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 | $78,520-51.4% | $96,576-60.4% | $82,448-53.7% |
| Participation rate | 66.7% | 77.7%-11.1pp | 81.4%-14.8pp | 68.1%-1.4pp |
| Annual return | 15.44% | 41.30%-25.9pp | 38.47%-23.0pp | 41.64%-26.2pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,758 | $6,754-74.0% | $7,956-77.9% | $4,139-57.5% |
| Admin fee / account holder | $5,377 | $13,455-60.0% | $11,381-52.8% | $7,234-25.7% |