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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 | $106,428 | $110,337-3.5% | $102,383+4.0% | $145,877-27.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 27.18% | 24.83%+2.3pp | 24.94%+2.2pp | 551.28%-524.1pp |
| Employer contribution / active EE | $1,250 | $4,216-70.4% | $3,870-67.7% | $4,663-73.2% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,329 | $9,750-86.4% | $8,391-84.2% | $13,402-90.1% |