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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 | $59,593 | $73,978-19.4% | $96,515-38.3% | $75,173-20.7% |
| Participation rate | 62.5% | 66.4%-3.9pp | 74.3%-11.8pp | 67.2%-4.7pp |
| Annual return | 18.04% | 26.72%-8.7pp | 35.73%-17.7pp | 160.72%-142.7pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,066 | $3,660-70.9% | $4,880-78.2% | $4,126-74.2% |
| Admin fee / account holder | $2,668 | $5,219-48.9% | $6,735-60.4% | $5,651-52.8% |