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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 | $56,161 | $76,371-26.5% | $93,621-40.0% | $72,975-23.0% |
| Participation rate | 31.8% | 71.8%-39.9pp | 75.8%-44.0pp | 69.5%-37.7pp |
| Annual return | 23.03% | 25.82%-2.8pp | 32.76%-9.7pp | 81.01%-58.0pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,051 | $3,538-70.3% | $4,070-74.2% | $3,608-70.9% |
| Admin fee / account holder | $1,550 | $6,839-77.3% | $7,890-80.4% | $5,124-69.8% |