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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 | $91,620 | $79,189+15.7% | $102,457-10.6% | $74,400+23.1% |
| Participation rate | 22.0% | 74.8%-52.8pp | 76.5%-54.5pp | 67.2%-45.3pp |
| Annual return | 24.51% | 54.98%-30.5pp | 29.41%-4.9pp | 1367.51%-1343.0pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,022-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,018 | $4,415-76.9% | $5,054-79.9% | $4,348-76.6% |
| Admin fee / account holder | $18,421 | $2,002+820.0% | $9,451+94.9% | $1,944+847.8% |