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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 | $92,573 | $97,648-5.2% | $121,663-23.9% | $87,485+5.8% |
| Participation rate | 30.8% | 70.5%-39.7pp | 74.5%-43.7pp | 68.9%-38.2pp |
| Annual return | 18.04% | 18.03%0pp | 147.54%-129.5pp | 26.06%-8.0pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,352 | $3,923-65.5% | $4,887-72.3% | $4,274-68.4% |
| Admin fee / account holder | $1,098 | $11,100-90.1% | $14,289-92.3% | $7,775-85.9% |