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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 | $56,621 | $81,504-30.5% | $102,437-44.7% | $80,959-30.1% |
| Participation rate | 28.0% | 66.9%-38.9pp | 74.5%-46.5pp | 67.7%-39.7pp |
| Annual return | 11.52% | 25.60%-14.1pp | 24.95%-13.4pp | 35.67%-24.1pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,106 | $3,871-71.4% | $5,060-78.1% | $4,300-74.3% |
| Admin fee / account holder | $1,257 | $6,719-81.3% | $8,388-85.0% | $6,925-81.9% |