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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 | $77,034 | $91,439-15.8% | $135,974-43.3% | $71,511+7.7% |
| Participation rate | 26.0% | 75.7%-49.6pp | 81.9%-55.9pp | 67.9%-41.9pp |
| Annual return | 16.98% | 29.90%-12.9pp | 68.30%-51.3pp | 28.86%-11.9pp |
| Employer contribution / active EE | $0 | $3,705-100.0% | $4,859-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $2,213 | $7,093-68.8% | $7,760-71.5% | $4,291-48.4% |
| Admin fee / account holder | $6,003 | $1,267+373.9% | $10,767-44.2% | $1,588+277.9% |