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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 | $38,226 | $81,504-53.1% | $102,437-62.7% | $80,959-52.8% |
| Participation rate | 58.6% | 66.9%-8.2pp | 74.5%-15.9pp | 67.7%-9.0pp |
| Annual return | 10.77% | 25.60%-14.8pp | 24.95%-14.2pp | 35.67%-24.9pp |
| Employer contribution / active EE | $0 | $3,104-100.0% | $3,871-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $920 | $3,871-76.2% | $5,060-81.8% | $4,300-78.6% |
| Admin fee / account holder | $1,197 | $6,719-82.2% | $8,388-85.7% | $6,925-82.7% |