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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 | $68,311 | $69,977-2.4% | $108,582-37.1% | $62,881+8.6% |
| Participation rate | 19.2% | 72.9%-53.7pp | 79.6%-60.3pp | 69.3%-50.1pp |
| Annual return | 5.16% | 10.73%-5.6pp | -51.70%+56.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,248 | $3,165-60.6% | $4,311-71.1% | $3,203-61.0% |
| Admin fee / account holder | $872 | $5,076-82.8% | $7,645-88.6% | $4,296-79.7% |