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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 | $60,259 | $72,486-16.9% | $87,103-30.8% | $72,976-17.4% |
| Participation rate | 55.6% | 72.8%-17.3pp | 76.9%-21.3pp | 69.5%-13.9pp |
| Annual return | 21.34% | 24.46%-3.1pp | 28.19%-6.8pp | 81.02%-59.7pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $701 | $3,270-78.6% | $4,049-82.7% | $3,608-80.6% |
| Admin fee / account holder | $3,115 | $5,055-38.4% | $7,491-58.4% | $5,124-39.2% |