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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 | $18,281 | $52,580-65.2% | $71,671-74.5% | $70,126-73.9% |
| Participation rate | 68.9% | 60.9%+8.0pp | 68.7%+0.1pp | 69.5%-0.7pp |
| Annual return | 12.97% | 20.25%-7.3pp | 20.65%-7.7pp | 73.15%-60.2pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $733 | $2,386-69.3% | $3,438-78.7% | $3,332-78.0% |
| Admin fee / account holder | $1,239 | $3,653-66.1% | $5,558-77.7% | $4,645-73.3% |