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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 | $58,913 | $65,246-9.7% | $98,716-40.3% | $67,986-13.3% |
| Participation rate | 11.1% | 51.4%-40.4pp | 69.3%-58.2pp | 57.2%-46.2pp |
| Annual return | 12.81% | 20.58%-7.8pp | 31.81%-19.0pp | 31.67%-18.9pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $646 | $2,594-75.1% | $4,048-84.0% | $3,358-80.8% |
| Admin fee / account holder | $9,914 | $4,561+117.4% | $8,703+13.9% | $3,203+209.5% |