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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 | $90,137 | $76,834+17.3% | $108,359-16.8% | $87,485+3.0% |
| Participation rate | 6.1% | 61.7%-55.6pp | 70.1%-64.0pp | 68.9%-62.8pp |
| Annual return | 14.82% | 19.09%-4.3pp | 36.89%-22.1pp | 26.06%-11.2pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $238 | $3,100-92.3% | $4,137-94.2% | $4,274-94.4% |
| Admin fee / account holder | $2,194 | $6,537-66.4% | $9,741-77.5% | $7,775-71.8% |