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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 | $95,918 | $94,436+1.6% | $115,599-17.0% | $82,637+16.1% |
| Participation rate | 37.0% | 70.4%-33.4pp | 74.3%-37.2pp | 68.1%-31.0pp |
| Annual return | 20.68% | 18.37%+2.3pp | 111.10%-90.4pp | 53.51%-32.8pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $902 | $3,955-77.2% | $4,889-81.6% | $4,126-78.1% |
| Admin fee / account holder | $734 | $10,328-92.9% | $12,841-94.3% | $7,339-90.0% |