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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 | $86,771 | $80,748+7.5% | $102,383-15.2% | $74,429+16.6% |
| Participation rate | 14.6% | 65.7%-51.0pp | 74.5%-59.9pp | 67.2%-52.6pp |
| Annual return | 16.49% | 27.57%-11.1pp | 24.94%-8.4pp | 1368.38%-1351.9pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $3,870-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $907 | $3,861-76.5% | $5,060-82.1% | $4,348-79.1% |
| Admin fee / account holder | $6,715 | $2,371+183.2% | $8,391-20.0% | $1,944+245.4% |