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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 | $84,547 | $64,348+31.4% | $90,162-6.2% | $70,131+20.6% |
| Participation rate | 38.3% | 70.4%-32.1pp | 76.9%-38.5pp | 69.5%-31.2pp |
| Annual return | 17.12% | 28.13%-11.0pp | 34.88%-17.8pp | 73.14%-56.0pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $980 | $4,389-77.7% | $5,287-81.5% | $3,332-70.6% |
| Admin fee / account holder | $1,571 | $3,944-60.2% | $5,943-73.6% | $4,645-66.2% |