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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 | $90,972 | $93,346-2.5% | $71,796+26.7% | $273,972-66.8% |
| Participation rate | 58.3% | 76.5%-18.2pp | 69.1%-10.8pp | 83.0%-24.7pp |
| Annual return | 5.31% | 130.39%-125.1pp | 78.04%-72.7pp | 41.46%-36.1pp |
| Employer contribution / active EE | $4,167 | $2,733+52.4% | $1,924+116.5% | $4,869-14.4% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,273 | $6,571-65.4% | $4,815-52.8% | $10,133-77.6% |