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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 | $102,519 | $176,838-42.0% | $146,685-30.1% | $167,518-38.8% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 10.12% | 24.04%-13.9pp | 22.75%-12.6pp | 478.71%-468.6pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,430 | $6,441-77.8% | $5,507-74.0% | $6,342-77.4% |
| Admin fee / account holder | $825 | $13,262-93.8% | $10,281-92.0% | $12,312-93.3% |