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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 | $90,109 | $86,294+4.4% | $111,303-19.0% | $85,856+5.0% |
| Participation rate | 53.6% | 73.3%-19.7pp | 77.3%-23.7pp | 69.3%-15.7pp |
| Annual return | 17.46% | 19.99%-2.5pp | 54.66%-37.2pp | 318.58%-301.1pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,585 | $3,641-56.5% | $4,487-64.7% | $3,952-59.9% |
| Admin fee / account holder | $432 | $8,189-94.7% | $7,966-94.6% | $6,261-93.1% |