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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 | $67,232 | $63,904+5.2% | $89,340-24.7% | $67,986-1.1% |
| Participation rate | 22.1% | 54.3%-32.3pp | 69.6%-47.5pp | 57.2%-35.1pp |
| Annual return | 14.16% | 18.09%-3.9pp | 20.57%-6.4pp | 31.67%-17.5pp |
| Employer contribution / active EE | $0 | $1,627-100.0% | $2,231-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $853 | $2,691-68.3% | $3,823-77.7% | $3,358-74.6% |
| Admin fee / account holder | $2,480 | $3,315-25.2% | $6,704-63.0% | $3,203-22.6% |