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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 | $76,783 | $71,523+7.4% | $98,461-22.0% | $71,511+7.4% |
| Participation rate | 30.8% | 72.7%-41.9pp | 75.2%-44.4pp | 67.9%-37.1pp |
| Annual return | 19.06% | 32.43%-13.4pp | 21.17%-2.1pp | 28.86%-9.8pp |
| Employer contribution / active EE | $0 | $2,399-100.0% | $3,049-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,359 | $4,109-66.9% | $4,738-71.3% | $4,291-68.3% |
| Admin fee / account holder | $2,795 | $1,676+66.7% | $8,961-68.8% | $1,588+75.9% |