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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 | $74,934 | $115,903-35.3% | $100,528-25.5% | $158,966-52.9% |
| Participation rate | 33.3% | 81.6%-48.3pp | 79.4%-46.1pp | 82.0%-48.6pp |
| Annual return | 17.24% | 34.80%-17.6pp | 30.90%-13.7pp | 302.95%-285.7pp |
| Employer contribution / active EE | $0 | $4,105-100.0% | $3,419-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,734 | $6,677-74.0% | $6,271-72.4% | $5,983-71.0% |
| Admin fee / account holder | $2,974 | $11,000-73.0% | $8,084-63.2% | $11,250-73.6% |