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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 | $59,815 | $75,541-20.8% | $152,093-60.7% | $82,637-27.6% |
| Participation rate | 17.3% | 66.5%-49.3pp | 77.8%-60.5pp | 68.1%-50.8pp |
| Annual return | 15.06% | 32.56%-17.5pp | 66.36%-51.3pp | 53.51%-38.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $714 | $3,206-77.7% | $5,451-86.9% | $4,126-82.7% |
| Admin fee / account holder | $9,630 | $6,405+50.4% | $14,497-33.6% | $7,339+31.2% |