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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 | $99,687 | $95,404+4.5% | $113,397-12.1% | $82,637+20.6% |
| Participation rate | 43.8% | 72.8%-29.1pp | 76.5%-32.7pp | 68.1%-24.3pp |
| Annual return | 21.64% | 19.08%+2.6pp | 23.20%-1.6pp | 53.51%-31.9pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,440 | $4,220-65.9% | $5,076-71.6% | $4,126-65.1% |
| Admin fee / account holder | $622 | $9,168-93.2% | $11,957-94.8% | $7,339-91.5% |