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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 | $82,668 | $57,590+43.5% | $86,233-4.1% | $82,448+0.3% |
| Participation rate | 10.0% | 57.9%-47.9pp | 69.0%-59.0pp | 68.1%-58.1pp |
| Annual return | 17.34% | 22.41%-5.1pp | 61.39%-44.0pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $681 | $3,080-77.9% | $4,559-85.1% | $4,139-83.5% |
| Admin fee / account holder | $480 | $4,730-89.8% | $8,342-94.2% | $7,234-93.4% |