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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 | $46,538 | $109,620-57.5% | $148,496-68.7% | $94,015-50.5% |
| Participation rate | 45.3% | 71.3%-26.0pp | 76.0%-30.8pp | 70.8%-25.5pp |
| Annual return | 16.91% | 17.54%-0.6pp | 12.33%+4.6pp | 17.84%-0.9pp |
| Employer contribution / active EE | $0 | $2,618-100.0% | $3,497-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,537 | $3,831-59.9% | $4,808-68.0% | $4,249-63.8% |
| Admin fee / account holder | $9,958 | $10,050-0.9% | $19,547-49.1% | $8,951+11.2% |