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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 | $59,631 | $54,679+9.1% | $76,119-21.7% | $74,459-19.9% |
| Participation rate | 7.2% | 60.3%-53.1pp | 69.1%-61.8pp | 67.2%-60.0pp |
| Annual return | 13.56% | 31.90%-18.3pp | 361.25%-347.7pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,693-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $371 | $3,072-87.9% | $4,259-91.3% | $4,350-91.5% |
| Admin fee / account holder | $1,902 | $2,238-15.0% | $6,421-70.4% | $1,945-2.2% |