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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 | $105,725 | $106,749-1.0% | $145,433-27.3% | $82,448+28.2% |
| Participation rate | 30.5% | 75.6%-45.2pp | 82.1%-51.6pp | 68.1%-37.6pp |
| Annual return | 15.83% | 27.59%-11.8pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,859 | $6,519-71.5% | $7,897-76.5% | $4,139-55.1% |
| Admin fee / account holder | $3,543 | $8,390-57.8% | $13,129-73.0% | $7,234-51.0% |