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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 | $65,548 | $63,365+3.4% | $91,994-28.7% | $72,976-10.2% |
| Participation rate | 22.2% | 72.5%-50.3pp | 78.6%-56.4pp | 69.5%-47.3pp |
| Annual return | 21.61% | 35.35%-13.7pp | 69.04%-47.4pp | 81.02%-59.4pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,453-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,350 | $4,883-72.4% | $5,924-77.2% | $3,608-62.6% |
| Admin fee / account holder | $4,891 | $4,670+4.7% | $7,744-36.8% | $5,124-4.5% |