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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 | $85,849 | $107,733-20.3% | $92,985-7.7% | $154,746-44.5% |
| Participation rate | 0.0% | 74.6%-74.6pp | 69.5%-69.5pp | 80.7%-80.7pp |
| Annual return | 15.28% | 30.39%-15.1pp | 27.99%-12.7pp | 172.34%-157.1pp |
| Employer contribution / active EE | $0 | $3,126-100.0% | $2,662-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $829 | $5,053-83.6% | $4,377-81.1% | $6,730-87.7% |
| Admin fee / account holder | $2,940 | $11,369-74.1% | $9,463-68.9% | $14,365-79.5% |