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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 | $68,777 | $67,606+1.7% | $82,313-16.4% | $70,124-1.9% |
| Participation rate | 25.0% | 72.8%-47.8pp | 76.9%-51.9pp | 69.5%-44.5pp |
| Annual return | 15.53% | 21.57%-6.0pp | 25.88%-10.4pp | 73.14%-57.6pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $529 | $2,987-82.3% | $3,706-85.7% | $3,332-84.1% |
| Admin fee / account holder | $1,548 | $4,512-65.7% | $5,608-72.4% | $4,645-66.7% |