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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 | $80,512 | $76,551+5.2% | $123,894-35.0% | $62,881+28.0% |
| Participation rate | 60.0% | 73.0%-13.0pp | 81.4%-21.4pp | 69.3%-9.3pp |
| Annual return | 6.46% | 18.68%-12.2pp | 47.52%-41.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,574 | $4,840-67.5% | $5,984-73.7% | $3,203-50.9% |
| Admin fee / account holder | $26,434 | $4,826+447.8% | $8,357+216.3% | $4,296+515.4% |