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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 | $56,717 | $56,110+1.1% | $94,993-40.3% | $70,126-19.1% |
| Participation rate | 23.3% | 65.0%-41.7pp | 73.9%-50.6pp | 69.5%-46.3pp |
| Annual return | 18.78% | 51.02%-32.2pp | 27.14%-8.4pp | 73.15%-54.4pp |
| Employer contribution / active EE | $0 | $1,442-100.0% | $2,603-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $268 | $2,391-88.8% | $3,317-91.9% | $3,332-91.9% |
| Admin fee / account holder | $3,030 | $3,456-12.3% | $4,960-38.9% | $4,645-34.8% |