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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 | $59,677 | $32,425+84.0% | $74,577-20.0% | $55,167+8.2% |
| Participation rate | 8.0% | 54.0%-46.0pp | 68.1%-60.1pp | 69.0%-61.0pp |
| Annual return | 6.68% | 10.63%-4.0pp | 20.47%-13.8pp | 169.23%-162.6pp |
| Employer contribution / active EE | $0 | $1,043-100.0% | $2,525-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $544 | $1,995-72.7% | $3,458-84.3% | $3,054-82.2% |
| Admin fee / account holder | $833 | $748+11.3% | $4,138-79.9% | $504+65.3% |