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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 | $73,573 | $52,678+39.7% | $75,784-2.9% | $59,633+23.4% |
| Participation rate | 59.3% | 67.2%-8.0pp | 75.8%-16.6pp | 68.7%-9.4pp |
| Annual return | 1.31% | 2.95%-1.6pp | 9.68%-8.4pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $807 | $2,591-68.8% | $3,652-77.9% | $3,192-74.7% |
| Admin fee / account holder | $6,330 | $3,610+75.3% | $5,300+19.4% | $4,297+47.3% |