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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 | $63,365 | $93,598-32.3% | $135,974-53.4% | $75,173-15.7% |
| Participation rate | 13.3% | 75.2%-61.9pp | 81.9%-68.6pp | 67.2%-53.9pp |
| Annual return | 21.73% | 30.89%-9.2pp | 68.30%-46.6pp | 160.72%-139.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $733 | $6,405-88.6% | $7,760-90.5% | $4,126-82.2% |
| Admin fee / account holder | $7,104 | $6,978+1.8% | $10,767-34.0% | $5,651+25.7% |