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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 | $79,534 | $86,294-7.8% | $111,303-28.5% | $85,856-7.4% |
| Participation rate | 20.3% | 73.3%-53.0pp | 77.3%-57.0pp | 69.3%-49.0pp |
| Annual return | 14.32% | 19.99%-5.7pp | 54.66%-40.3pp | 318.58%-304.3pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $520 | $3,641-85.7% | $4,487-88.4% | $3,952-86.9% |
| Admin fee / account holder | $9,590 | $8,189+17.1% | $7,966+20.4% | $6,261+53.2% |