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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 | $85,357 | $78,707+8.4% | $117,861-27.6% | $70,126+21.7% |
| Participation rate | 19.6% | 73.2%-53.6pp | 79.7%-60.1pp | 69.5%-49.9pp |
| Annual return | 16.72% | 23.30%-6.6pp | 335.11%-318.4pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,442 | $3,297-56.3% | $4,482-67.8% | $3,332-56.7% |
| Admin fee / account holder | $671 | $5,066-86.8% | $8,021-91.6% | $4,645-85.6% |