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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 | $86,817 | $83,843+3.5% | $123,973-30.0% | $65,306+32.9% |
| Participation rate | 13.0% | 56.0%-43.0pp | 76.7%-63.7pp | 57.7%-44.7pp |
| Annual return | 12.85% | 19.87%-7.0pp | 388.13%-375.3pp | 21.94%-9.1pp |
| Employer contribution / active EE | $0 | $2,873-100.0% | $4,126-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $562 | $2,997-81.2% | $5,247-89.3% | $2,959-81.0% |
| Admin fee / account holder | $1,121 | $4,735-76.3% | $11,799-90.5% | $3,480-67.8% |