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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 | $88,907 | $65,364+36.0% | $92,909-4.3% | $72,975+21.8% |
| Participation rate | 17.6% | 68.3%-50.7pp | 76.0%-58.4pp | 69.5%-51.8pp |
| Annual return | 19.55% | 42.11%-22.6pp | 109.44%-89.9pp | 81.01%-61.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $843 | $3,128-73.0% | $4,238-80.1% | $3,608-76.6% |
| Admin fee / account holder | $511 | $4,251-88.0% | $5,795-91.2% | $5,124-90.0% |