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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 | $89,682 | $136,860-34.5% | $120,344-25.5% | $154,746-42.0% |
| Participation rate | 37.5% | 79.9%-42.4pp | 76.7%-39.2pp | 80.7%-43.2pp |
| Annual return | 16.90% | 21.38%-4.5pp | 20.30%-3.4pp | 172.34%-155.4pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,497 | $5,793-74.2% | $5,135-70.8% | $6,730-77.8% |
| Admin fee / account holder | $30,225 | $15,393+96.4% | $12,742+137.2% | $14,365+110.4% |