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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 | $74,679 | $106,280-29.7% | $96,538-22.6% | $139,487-46.5% |
| Participation rate | 64.3% | 77.8%-13.6pp | 74.3%-10.1pp | 80.3%-16.1pp |
| Annual return | 24.16% | 38.48%-14.3pp | 35.74%-11.6pp | 373.84%-349.7pp |
| Employer contribution / active EE | $0 | $4,107-100.0% | $3,740-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,110 | $5,457-79.7% | $4,880-77.2% | $6,713-83.5% |
| Admin fee / account holder | $689 | $7,888-91.3% | $6,737-89.8% | $11,407-94.0% |