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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 | $41,880 | $73,988-43.4% | $96,538-56.6% | $75,177-44.3% |
| Participation rate | 29.1% | 66.4%-37.3pp | 74.3%-45.3pp | 67.2%-38.1pp |
| Annual return | 13.53% | 26.73%-13.2pp | 35.74%-22.2pp | 160.75%-147.2pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $926 | $3,660-74.7% | $4,880-81.0% | $4,126-77.6% |
| Admin fee / account holder | $1,249 | $5,220-76.1% | $6,737-81.5% | $5,651-77.9% |