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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 | $68,350 | $67,602+1.1% | $82,312-17.0% | $70,126-2.5% |
| Participation rate | 27.2% | 72.8%-45.6pp | 76.9%-49.7pp | 69.5%-42.4pp |
| Annual return | 13.22% | 21.57%-8.3pp | 25.88%-12.7pp | 73.15%-59.9pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $665 | $2,987-77.7% | $3,706-82.0% | $3,332-80.0% |
| Admin fee / account holder | $4,808 | $4,512+6.6% | $5,608-14.3% | $4,645+3.5% |