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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 | $65,293 | $63,949+2.1% | $129,031-49.4% | $94,015-30.6% |
| Participation rate | 10.0% | 63.4%-53.4pp | 73.4%-63.4pp | 70.8%-60.8pp |
| Annual return | 17.04% | 17.56%-0.5pp | 34.67%-17.6pp | 17.84%-0.8pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $618 | $3,686-83.2% | $5,217-88.2% | $4,249-85.5% |
| Admin fee / account holder | $2,592 | $5,523-53.1% | $13,208-80.4% | $8,951-71.0% |