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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 | $82,505 | $87,733-6.0% | $106,555-22.6% | $85,847-3.9% |
| Participation rate | 36.1% | 71.9%-35.8pp | 76.1%-40.0pp | 69.3%-33.2pp |
| Annual return | 14.72% | 21.86%-7.1pp | 26.80%-12.1pp | 318.61%-303.9pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,152 | $3,469-66.8% | $4,399-73.8% | $3,952-70.9% |
| Admin fee / account holder | $5,186 | $6,767-23.4% | $7,408-30.0% | $6,261-17.2% |