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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 | $78,860 | $87,106-9.5% | $105,607-25.3% | $80,935-2.6% |
| Participation rate | 29.2% | 70.4%-41.3pp | 75.3%-46.1pp | 67.7%-38.5pp |
| Annual return | 14.96% | 17.01%-2.0pp | 116.11%-101.1pp | 35.66%-20.7pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,121 | $3,986-71.9% | $5,011-77.6% | $4,299-73.9% |
| Admin fee / account holder | $5,889 | $8,447-30.3% | $10,958-46.3% | $6,924-15.0% |