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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 | $55,917 | $76,371-26.8% | $93,621-40.3% | $72,976-23.4% |
| Participation rate | 21.3% | 71.8%-50.4pp | 75.8%-54.5pp | 69.5%-48.2pp |
| Annual return | 21.75% | 25.82%-4.1pp | 32.76%-11.0pp | 81.02%-59.3pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $927 | $3,538-73.8% | $4,070-77.2% | $3,608-74.3% |
| Admin fee / account holder | $10,207 | $6,839+49.2% | $7,890+29.4% | $5,124+99.2% |