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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 | $68,505 | $95,453-28.2% | $112,040-38.9% | $82,448-16.9% |
| Participation rate | 20.6% | 72.8%-52.1pp | 76.5%-55.9pp | 68.1%-47.4pp |
| Annual return | 20.05% | 23.92%-3.9pp | 24.52%-4.5pp | 41.64%-21.6pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,891 | $4,224-55.2% | $5,098-62.9% | $4,139-54.3% |
| Admin fee / account holder | $3,822 | $9,013-57.6% | $12,098-68.4% | $7,234-47.2% |