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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 | $55,911 | $139,421-59.9% | $239,577-76.7% | $116,462-52.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 82.1%-32.1pp | 74.7%-24.7pp |
| Annual return | 24.60% | 15.58%+9.0pp | -0.70%+25.3pp | 15.65%+8.9pp |
| Employer contribution / active EE | $0 | $4,487-100.0% | $7,232-100.0% | $3,231-100.0% |
| Participant deferral / active EE | $920 | $4,296-78.6% | $5,676-83.8% | $3,836-76.0% |
| Admin fee / account holder | $1,345 | $21,515-93.7% | $19,315-93.0% | $12,754-89.5% |