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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 | $61,118 | $48,078+27.1% | $78,676-22.3% | $62,881-2.8% |
| Participation rate | 23.1% | 65.2%-42.1pp | 73.6%-50.5pp | 69.3%-46.2pp |
| Annual return | 6.24% | 31.36%-25.1pp | 62.19%-55.9pp | 20.14%-13.9pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $423 | $2,587-83.7% | $3,517-88.0% | $3,203-86.8% |
| Admin fee / account holder | $3,975 | $3,206+24.0% | $4,510-11.9% | $4,296-7.5% |