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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 | $77,080 | $73,955+4.2% | $96,520-20.1% | $75,181+2.5% |
| Participation rate | 6.7% | 66.4%-59.8pp | 74.3%-67.7pp | 67.2%-60.5pp |
| Annual return | 14.91% | 26.72%-11.8pp | 35.72%-20.8pp | 160.69%-145.8pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $488 | $3,659-86.7% | $4,879-90.0% | $4,126-88.2% |
| Admin fee / account holder | $9,097 | $5,217+74.4% | $6,733+35.1% | $5,650+61.0% |