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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 | $62,103 | $78,520-20.9% | $96,576-35.7% | $82,448-24.7% |
| Participation rate | 28.9% | 77.7%-48.8pp | 81.4%-52.5pp | 68.1%-39.1pp |
| Annual return | 17.34% | 41.30%-24.0pp | 38.47%-21.1pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,673 | $6,754-60.4% | $7,956-66.4% | $4,139-35.4% |
| Admin fee / account holder | $604 | $13,455-95.5% | $11,381-94.7% | $7,234-91.7% |