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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 | $70,479 | $87,132-19.1% | $105,624-33.3% | $80,959-12.9% |
| Participation rate | 18.2% | 70.4%-52.2pp | 75.3%-57.1pp | 67.7%-49.5pp |
| Annual return | 16.09% | 17.03%-0.9pp | 116.20%-100.1pp | 35.67%-19.6pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $936 | $3,985-76.5% | $5,013-81.3% | $4,300-78.2% |
| Admin fee / account holder | $8,903 | $8,449+5.4% | $10,961-18.8% | $6,925+28.6% |