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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 | $77,123 | $73,955+4.3% | $96,520-20.1% | $75,181+2.6% |
| Participation rate | 33.3% | 66.4%-33.1pp | 74.3%-41.0pp | 67.2%-33.9pp |
| Annual return | 13.44% | 26.72%-13.3pp | 35.72%-22.3pp | 160.69%-147.2pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,202 | $3,659-67.1% | $4,879-75.4% | $4,126-70.9% |
| Admin fee / account holder | $1,392 | $5,217-73.3% | $6,733-79.3% | $5,650-75.4% |