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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 | $59,755 | $55,684+7.3% | $75,900-21.3% | $72,976-18.1% |
| Participation rate | 23.3% | 61.1%-37.8pp | 69.3%-46.0pp | 69.5%-46.2pp |
| Annual return | 29.22% | 27.60%+1.6pp | 30.73%-1.5pp | 81.02%-51.8pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,501-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $269 | $2,634-89.8% | $3,604-92.5% | $3,608-92.5% |
| Admin fee / account holder | $828 | $3,981-79.2% | $5,421-84.7% | $5,124-83.8% |