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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 | $46,367 | $177,595-73.9% | $148,496-68.8% | $198,609-76.7% |
| Participation rate | 62.5% | 79.3%-16.8pp | 76.0%-13.5pp | 82.4%-19.9pp |
| Annual return | 11.72% | 9.97%+1.7pp | 12.33%-0.6pp | 202.70%-191.0pp |
| Employer contribution / active EE | $0 | $4,098-100.0% | $3,497-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,178 | $5,539-60.7% | $4,808-54.7% | $6,977-68.8% |
| Admin fee / account holder | $396 | $27,010-98.5% | $19,547-98.0% | $19,030-97.9% |