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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 | $82,997 | $83,485-0.6% | $125,195-33.7% | $72,976+13.7% |
| Participation rate | 22.7% | 73.3%-50.6pp | 79.8%-57.1pp | 69.5%-46.8pp |
| Annual return | 23.28% | 25.77%-2.5pp | 43.79%-20.5pp | 81.02%-57.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,148 | $3,586-68.0% | $4,937-76.7% | $3,608-68.2% |
| Admin fee / account holder | $729 | $5,518-86.8% | $9,704-92.5% | $5,124-85.8% |