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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 | $76,194 | $72,486+5.1% | $87,103-12.5% | $72,976+4.4% |
| Participation rate | 12.0% | 72.8%-60.8pp | 76.9%-64.9pp | 69.5%-57.5pp |
| Annual return | 22.42% | 24.46%-2.0pp | 28.19%-5.8pp | 81.02%-58.6pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $385 | $3,270-88.2% | $4,049-90.5% | $3,608-89.3% |
| Admin fee / account holder | $2,191 | $5,055-56.7% | $7,491-70.8% | $5,124-57.3% |