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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 | $64,144 | $93,617-31.5% | $135,982-52.8% | $75,177-14.7% |
| Participation rate | 18.2% | 75.2%-57.0pp | 81.9%-63.7pp | 67.2%-49.0pp |
| Annual return | 19.78% | 30.89%-11.1pp | 68.32%-48.5pp | 160.75%-141.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,084 | $6,406-67.5% | $7,760-73.1% | $4,126-49.5% |
| Admin fee / account holder | $951 | $6,980-86.4% | $10,767-91.2% | $5,651-83.2% |