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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 | $84,188 | $96,956-13.2% | $69,779+20.6% | $273,972-69.3% |
| Participation rate | 62.5% | 77.1%-14.6pp | 71.8%-9.3pp | 83.0%-20.5pp |
| Annual return | 7.25% | 12.93%-5.7pp | 12.99%-5.7pp | 41.46%-34.2pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $623 | $3,744-83.4% | $2,931-78.7% | $5,287-88.2% |
| Admin fee / account holder | $3,090 | $7,934-61.1% | $4,381-29.5% | $10,133-69.5% |