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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 | $77,430 | $211,239-63.3% | $178,528-56.6% | $145,877-46.9% |
| Participation rate | 31.6% | 80.8%-49.2pp | 77.1%-45.5pp | 80.3%-48.7pp |
| Annual return | 11.02% | 30.22%-19.2pp | 27.11%-16.1pp | 551.28%-540.3pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $321 | $6,963-95.4% | $6,278-94.9% | $6,691-95.2% |
| Admin fee / account holder | $1,526 | $12,095-87.4% | $10,419-85.4% | $13,402-88.6% |