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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 | $58,057+12.5% | $97,032-32.7% | $86,983-24.9% |
| Participation rate | 10.0% | 60.4%-50.4pp | 71.6%-61.6pp | 69.5%-59.5pp |
| Annual return | 17.04% | 22.26%-5.2pp | 35.38%-18.3pp | 25.83%-8.8pp |
| Employer contribution / active EE | $0 | $1,663-100.0% | $2,629-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $618 | $3,244-81.0% | $4,672-86.8% | $4,194-85.3% |
| Admin fee / account holder | $2,592 | $4,839-46.4% | $9,418-72.5% | $7,856-67.0% |