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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 | $57,531 | $78,197-26.4% | $98,090-41.3% | $82,637-30.4% |
| Participation rate | 23.0% | 77.5%-54.5pp | 81.5%-58.6pp | 68.1%-45.1pp |
| Annual return | 17.40% | 40.25%-22.8pp | 37.05%-19.6pp | 53.51%-36.1pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,789 | $6,636-73.0% | $7,845-77.2% | $4,126-56.6% |
| Admin fee / account holder | $1,950 | $14,832-86.9% | $11,815-83.5% | $7,339-73.4% |