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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 | $64,672 | $96,558-33.0% | $80,977-20.1% | $273,972-76.4% |
| Participation rate | 64.3% | 79.1%-14.8pp | 75.8%-11.5pp | 83.0%-18.7pp |
| Annual return | 3.43% | 15.14%-11.7pp | 17.11%-13.7pp | 41.46%-38.0pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $571 | $6,598-91.4% | $5,696-90.0% | $5,287-89.2% |
| Admin fee / account holder | $3,768 | $7,493-49.7% | $5,517-31.7% | $10,133-62.8% |