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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 | $27,792 | $52,306-46.9% | $69,779-60.2% | $62,881-55.8% |
| Participation rate | 66.7% | 67.2%-0.6pp | 71.8%-5.2pp | 69.3%-2.6pp |
| Annual return | 7.81% | 13.35%-5.5pp | 12.99%-5.2pp | 20.14%-12.3pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $655 | $2,395-72.6% | $2,931-77.6% | $3,203-79.5% |
| Admin fee / account holder | $443 | $3,691-88.0% | $4,381-89.9% | $4,296-89.7% |