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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 | $75,811 | $86,949-12.8% | $102,460-26.0% | $80,959-6.4% |
| Participation rate | 20.7% | 72.4%-51.7pp | 76.5%-55.8pp | 67.7%-47.0pp |
| Annual return | 20.42% | 18.89%+1.5pp | 29.47%-9.0pp | 35.67%-15.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $985 | $4,121-76.1% | $5,056-80.5% | $4,300-77.1% |
| Admin fee / account holder | $950 | $8,048-88.2% | $9,460-90.0% | $6,925-86.3% |