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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 | $82,126 | $95,404-13.9% | $113,397-27.6% | $82,637-0.6% |
| Participation rate | 29.6% | 72.8%-43.2pp | 76.5%-46.9pp | 68.1%-38.4pp |
| Annual return | 18.94% | 19.08%-0.1pp | 23.20%-4.3pp | 53.51%-34.6pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $970 | $4,220-77.0% | $5,076-80.9% | $4,126-76.5% |
| Admin fee / account holder | $16,765 | $9,168+82.9% | $11,957+40.2% | $7,339+128.4% |