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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 | $66,844 | $64,348+3.9% | $90,162-25.9% | $70,131-4.7% |
| Participation rate | 19.2% | 70.4%-51.2pp | 76.9%-57.6pp | 69.5%-50.3pp |
| Annual return | 52.56% | 28.13%+24.4pp | 34.88%+17.7pp | 73.14%-20.6pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,100 | $4,389-74.9% | $5,287-79.2% | $3,332-67.0% |
| Admin fee / account holder | $1,506 | $3,944-61.8% | $5,943-74.7% | $4,645-67.6% |