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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 | $59,971 | $100,194-40.1% | $122,979-51.2% | $86,983-31.1% |
| Participation rate | 40.0% | 73.0%-33.0pp | 77.2%-37.2pp | 69.5%-29.5pp |
| Annual return | 15.93% | 16.47%-0.5pp | 20.12%-4.2pp | 25.83%-9.9pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $816 | $4,133-80.3% | $5,003-83.7% | $4,194-80.5% |
| Admin fee / account holder | $598 | $10,148-94.1% | $12,864-95.3% | $7,856-92.4% |