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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 | $87,693 | $135,956-35.5% | $123,894-29.2% | $273,972-68.0% |
| Participation rate | 23.8% | 84.1%-60.3pp | 81.4%-57.6pp | 83.0%-59.2pp |
| Annual return | 4.73% | 56.63%-51.9pp | 47.52%-42.8pp | 41.46%-36.7pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,404 | $6,343-77.9% | $5,984-76.5% | $5,287-73.4% |
| Admin fee / account holder | $3,590 | $9,817-63.4% | $8,357-57.0% | $10,133-64.6% |