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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 | $79,408 | $56,894+39.6% | $84,753-6.3% | $62,881+26.3% |
| Participation rate | 12.5% | 68.5%-56.0pp | 76.6%-64.1pp | 69.3%-56.8pp |
| Annual return | 10.01% | 6.30%+3.7pp | 22.78%-12.8pp | 20.14%-10.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $609 | $2,709-77.5% | $3,712-83.6% | $3,203-81.0% |
| Admin fee / account holder | $667 | $3,581-81.4% | $5,333-87.5% | $4,296-84.5% |