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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 | $91,967 | $199,109-53.8% | $173,730-47.1% | $154,746-40.6% |
| Participation rate | 56.3% | 82.8%-26.6pp | 79.6%-23.3pp | 80.7%-24.5pp |
| Annual return | 10.06% | 20.02%-10.0pp | 19.96%-9.9pp | 172.34%-162.3pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,117 | $7,113-70.2% | $6,326-66.5% | $6,730-68.5% |
| Admin fee / account holder | $4,095 | $20,916-80.4% | $17,523-76.6% | $14,365-71.5% |