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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 | $25,856 | $53,596-51.8% | $90,655-71.5% | $64,181-59.7% |
| Participation rate | 60.7% | 64.5%-3.8pp | 74.0%-13.3pp | 69.6%-8.9pp |
| Annual return | 5.33% | 4.41%+0.9pp | 1.89%+3.4pp | 7.63%-2.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $182 | $2,459-92.6% | $3,425-94.7% | $3,470-94.8% |
| Admin fee / account holder | $511 | $3,868-86.8% | $4,994-89.8% | $4,887-89.5% |