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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 | $65,603 | $83,485-21.4% | $125,192-47.6% | $72,975-10.1% |
| Participation rate | 61.8% | 73.3%-11.5pp | 79.8%-18.0pp | 69.5%-7.7pp |
| Annual return | 22.88% | 25.77%-2.9pp | 43.79%-20.9pp | 81.01%-58.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,020 | $3,586-71.5% | $4,937-79.3% | $3,608-71.7% |
| Admin fee / account holder | $7,620 | $5,518+38.1% | $9,704-21.5% | $5,124+48.7% |