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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 | $89,610 | $101,618-11.8% | $93,063-3.7% | $137,256-34.7% |
| Participation rate | 18.8% | 74.9%-56.2pp | 72.1%-53.4pp | 80.0%-61.2pp |
| Annual return | 13.05% | 223.95%-210.9pp | 34.15%-21.1pp | 220.34%-207.3pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $561 | $4,279-86.9% | $3,958-85.8% | $6,407-91.2% |
| Admin fee / account holder | $1,590 | $6,198-74.4% | $6,033-73.7% | $12,270-87.0% |