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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 | $77,410 | $95,453-18.9% | $112,040-30.9% | $82,448-6.1% |
| Participation rate | 50.8% | 72.8%-21.9pp | 76.5%-25.7pp | 68.1%-17.2pp |
| Annual return | 12.59% | 23.92%-11.3pp | 24.52%-11.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,690 | $4,224-60.0% | $5,098-66.8% | $4,139-59.2% |
| Admin fee / account holder | $5,750 | $9,013-36.2% | $12,098-52.5% | $7,234-20.5% |