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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 | $74,108 | $49,239+50.5% | $70,462+5.2% | $79,858-7.2% |
| Participation rate | 66.7% | 69.2%-2.5pp | 75.1%-8.4pp | 69.6%-3.0pp |
| Annual return | 8.39% | 30.08%-21.7pp | 109.08%-100.7pp | 31.72%-23.3pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $567 | $2,769-79.5% | $3,710-84.7% | $3,740-84.8% |
| Admin fee / account holder | $2,596 | $2,876-9.7% | $3,845-32.5% | $5,306-51.1% |