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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 | $64,525 | $76,834-16.0% | $108,359-40.5% | $87,485-26.2% |
| Participation rate | 6.1% | 61.7%-55.6pp | 70.1%-64.0pp | 68.9%-62.8pp |
| Annual return | 16.57% | 19.09%-2.5pp | 36.89%-20.3pp | 26.06%-9.5pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $883 | $3,100-71.5% | $4,137-78.7% | $4,274-79.3% |
| Admin fee / account holder | $1,106 | $6,537-83.1% | $9,741-88.6% | $7,775-85.8% |