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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 | $55,168 | $52,580+4.9% | $71,671-23.0% | $70,126-21.3% |
| Participation rate | 27.1% | 60.9%-33.8pp | 68.7%-41.7pp | 69.5%-42.5pp |
| Annual return | 14.21% | 20.25%-6.0pp | 20.65%-6.4pp | 73.15%-58.9pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $516 | $2,386-78.4% | $3,438-85.0% | $3,332-84.5% |
| Admin fee / account holder | $5,471 | $3,653+49.8% | $5,558-1.6% | $4,645+17.8% |