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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 | $86,148 | $123,155-30.0% | $108,753-20.8% | $155,188-44.5% |
| Participation rate | 47.4% | 75.6%-28.3pp | 71.1%-23.7pp | 80.8%-33.4pp |
| Annual return | 19.54% | 44.73%-25.2pp | 37.47%-17.9pp | 148.84%-129.3pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,076 | $4,623-76.7% | $4,115-73.8% | $6,531-83.5% |
| Admin fee / account holder | $2,020 | $12,126-83.3% | $10,320-80.4% | $14,480-86.1% |