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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 | $65,103 | $87,383-25.5% | $129,241-49.6% | $87,383-25.5% |
| Participation rate | 15.4% | 56.3%-40.9pp | 68.3%-53.0pp | 56.3%-40.9pp |
| Annual return | 13.45% | 17.07%-3.6pp | -17.80%+31.2pp | 17.07%-3.6pp |
| Employer contribution / active EE | $0 | $2,441-100.0% | $3,407-100.0% | $2,441-100.0% |
| Participant deferral / active EE | $585 | $3,395-82.8% | $3,179-81.6% | $3,395-82.8% |
| Admin fee / account holder | $6,228 | $4,885+27.5% | $3,024+106.0% | $4,885+27.5% |