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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 | $51,944 | $60,349-13.9% | $74,184-30.0% | $62,881-17.4% |
| Participation rate | 29.4% | 72.7%-43.3pp | 76.6%-47.2pp | 69.3%-39.9pp |
| Annual return | 22.67% | 21.38%+1.3pp | 17.74%+4.9pp | 20.14%+2.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,110 | $2,856-61.1% | $3,550-68.7% | $3,203-65.3% |
| Admin fee / account holder | $848 | $4,261-80.1% | $5,586-84.8% | $4,296-80.3% |