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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 | $62,243 | $76,669-18.8% | $96,520-35.5% | $71,495-12.9% |
| Participation rate | 9.8% | 66.6%-56.8pp | 74.3%-64.6pp | 67.9%-58.2pp |
| Annual return | 24.55% | 48.29%-23.7pp | 35.72%-11.2pp | 28.85%-4.3pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $3,739-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $353 | $3,771-90.6% | $4,879-92.8% | $4,291-91.8% |
| Admin fee / account holder | $3,986 | $2,028+96.5% | $6,733-40.8% | $1,588+151.0% |