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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 | $79,890 | $99,345-19.6% | $84,753-5.7% | $273,972-70.8% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 7.10% | 22.93%-15.8pp | 22.78%-15.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $690 | $4,214-83.6% | $3,574-80.7% | $4,869-85.8% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,102 | $6,645-68.4% | $5,333-60.6% | $10,133-79.3% |