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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 | $53,879 | $48,078+12.1% | $78,676-31.5% | $62,881-14.3% |
| Participation rate | 18.2% | 65.2%-47.0pp | 73.6%-55.4pp | 69.3%-51.1pp |
| Annual return | 6.05% | 31.36%-25.3pp | 62.19%-56.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $660 | $2,587-74.5% | $3,517-81.2% | $3,203-79.4% |
| Admin fee / account holder | $551 | $3,206-82.8% | $4,510-87.8% | $4,296-87.2% |