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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 | $115,225-25.2% | $100,712-14.5% | $138,895-38.0% |
| Participation rate | 47.4% | 74.3%-27.0pp | 69.3%-21.9pp | 79.9%-32.6pp |
| Annual return | 19.54% | 40.35%-20.8pp | 33.27%-13.7pp | 145.39%-125.9pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,076 | $4,699-77.1% | $4,085-73.7% | $6,396-83.2% |
| Admin fee / account holder | $2,020 | $10,844-81.4% | $9,256-78.2% | $12,562-83.9% |