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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 | $82,229 | $71,215+15.5% | $93,696-12.2% | $80,935+1.6% |
| Participation rate | 15.4% | 60.4%-45.0pp | 68.7%-53.3pp | 67.7%-52.3pp |
| Annual return | 28.88% | 11.27%+17.6pp | 133.74%-104.9pp | 35.66%-6.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $170 | $4,037-95.8% | $4,417-96.2% | $4,299-96.1% |
| Admin fee / account holder | $12,342 | $6,958+77.4% | $8,287+48.9% | $6,924+78.2% |