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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 | $68,527 | $57,119+20.0% | $85,187-19.6% | $80,935-15.3% |
| Participation rate | 7.8% | 56.4%-48.6pp | 67.5%-59.7pp | 67.7%-59.9pp |
| Annual return | 26.28% | 21.70%+4.6pp | 66.67%-40.4pp | 35.66%-9.4pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $531 | $3,115-83.0% | $4,525-88.3% | $4,299-87.7% |
| Admin fee / account holder | $1,860 | $4,990-62.7% | $6,162-69.8% | $6,924-73.1% |