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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 | $74,346 | $95,453-22.1% | $112,040-33.6% | $82,448-9.8% |
| Participation rate | 28.8% | 72.8%-44.0pp | 76.5%-47.7pp | 68.1%-39.3pp |
| Annual return | 13.70% | 23.92%-10.2pp | 24.52%-10.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,623 | $4,224-61.6% | $5,098-68.2% | $4,139-60.8% |
| Admin fee / account holder | $15,366 | $9,013+70.5% | $12,098+27.0% | $7,234+112.4% |