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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 | $82,183 | $65,027+26.4% | $90,970-9.7% | $79,852+2.9% |
| Participation rate | 20.5% | 61.6%-41.2pp | 69.0%-48.6pp | 69.6%-49.2pp |
| Annual return | 25.46% | 30.45%-5.0pp | 134.58%-109.1pp | 31.72%-6.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,041 | $2,512-58.6% | $3,373-69.1% | $3,740-72.2% |
| Admin fee / account holder | $455 | $4,535-90.0% | $5,960-92.4% | $5,306-91.4% |