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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 | $75,600 | $91,559-17.4% | $133,978-43.6% | $79,856-5.3% |
| Participation rate | 51.0% | 73.3%-22.3pp | 79.8%-28.8pp | 69.6%-18.6pp |
| Annual return | 23.32% | 61.85%-38.5pp | 45.10%-21.8pp | 31.71%-8.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,681 | $3,734-55.0% | $5,047-66.7% | $3,741-55.1% |
| Admin fee / account holder | $2,379 | $6,321-62.4% | $8,930-73.4% | $5,306-55.2% |