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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 | $86,467 | $113,339-23.7% | $94,993-9.0% | $147,585-41.4% |
| Participation rate | 63.6% | 78.0%-14.3pp | 73.9%-10.2pp | 82.8%-19.2pp |
| Annual return | 17.35% | 20.77%-3.4pp | 27.12%-9.8pp | 578.57%-561.2pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $290 | $3,777-92.3% | $3,317-91.3% | $5,439-94.7% |
| Admin fee / account holder | $650 | $6,063-89.3% | $4,960-86.9% | $10,885-94.0% |