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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 | $50,813 | $85,515-40.6% | $112,040-54.6% | $67,986-25.3% |
| Participation rate | 26.8% | 68.2%-41.5pp | 76.5%-49.7pp | 57.2%-30.4pp |
| Annual return | 14.97% | 29.68%-14.7pp | 24.52%-9.5pp | 31.67%-16.7pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,607 | $4,014-60.0% | $5,098-68.5% | $3,358-52.1% |
| Admin fee / account holder | $6,090 | $3,774+61.4% | $12,098-49.7% | $3,203+90.1% |