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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 | $73,757 | $80,992-8.9% | $96,534-23.6% | $75,173-1.9% |
| Participation rate | 42.5% | 71.8%-29.3pp | 76.0%-33.5pp | 67.2%-24.7pp |
| Annual return | 17.72% | 27.05%-9.3pp | 25.88%-8.2pp | 160.72%-143.0pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,625 | $3,929-58.7% | $4,851-66.5% | $4,126-60.6% |
| Admin fee / account holder | $8,277 | $6,717+23.2% | $8,253+0.3% | $5,651+46.5% |