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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 | $82,091 | $64,909+26.5% | $82,312-0.3% | $62,293+31.8% |
| Participation rate | 25.2% | 74.9%-49.6pp | 76.9%-51.7pp | 69.5%-44.3pp |
| Annual return | 16.49% | 21.18%-4.7pp | 25.88%-9.4pp | 28.90%-12.4pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $898 | $3,103-71.1% | $3,706-75.8% | $3,169-71.7% |
| Admin fee / account holder | $3,767 | $440+756.9% | $5,608-32.8% | $479+685.9% |