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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 | $93,925 | $86,949+8.0% | $102,460-8.3% | $80,959+16.0% |
| Participation rate | 46.9% | 72.4%-25.5pp | 76.5%-29.6pp | 67.7%-20.8pp |
| Annual return | 11.46% | 18.89%-7.4pp | 29.47%-18.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,150 | $4,121-72.1% | $5,056-77.2% | $4,300-73.2% |
| Admin fee / account holder | $684 | $8,048-91.5% | $9,460-92.8% | $6,925-90.1% |