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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 | $77,745 | $114,712-32.2% | $173,730-55.2% | $87,485-11.1% |
| Participation rate | 6.9% | 73.0%-66.0pp | 79.6%-72.6pp | 68.9%-62.0pp |
| Annual return | 14.53% | 20.18%-5.7pp | 19.96%-5.4pp | 26.06%-11.5pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $673 | $4,642-85.5% | $6,326-89.4% | $4,274-84.3% |
| Admin fee / account holder | $2,876 | $10,210-71.8% | $17,523-83.6% | $7,775-63.0% |