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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 | $64,104 | $100,194-36.0% | $122,979-47.9% | $86,983-26.3% |
| Participation rate | 59.5% | 73.0%-13.4pp | 77.2%-17.7pp | 69.5%-10.0pp |
| Annual return | 15.84% | 16.47%-0.6pp | 20.12%-4.3pp | 25.83%-10.0pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,847 | $4,133-55.3% | $5,003-63.1% | $4,194-56.0% |
| Admin fee / account holder | $6,625 | $10,148-34.7% | $12,864-48.5% | $7,856-15.7% |