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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 | $70,690 | $95,762-26.2% | $379,746-81.4% | $79,856-11.5% |
| Participation rate | 18.0% | 74.0%-56.0pp | 78.4%-60.4pp | 69.6%-51.6pp |
| Annual return | 12.72% | 18.26%-5.5pp | 34.90%-22.2pp | 31.71%-19.0pp |
| Employer contribution / active EE | $0 | $2,695-100.0% | $3,540-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $180 | $4,705-96.2% | $6,024-97.0% | $3,741-95.2% |
| Admin fee / account holder | $3,694 | $6,745-45.2% | $7,927-53.4% | $5,306-30.4% |