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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 | $78,845 | $98,760-20.2% | $149,715-47.3% | $79,858-1.3% |
| Participation rate | 59.5% | 75.8%-16.3pp | 82.5%-23.0pp | 69.6%-10.1pp |
| Annual return | 17.38% | 27.43%-10.0pp | 276.66%-259.3pp | 31.72%-14.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,849 | $5,681-67.5% | $6,842-73.0% | $3,740-50.6% |
| Admin fee / account holder | $7,607 | $6,053+25.7% | $9,310-18.3% | $5,306+43.4% |