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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 | $92,422 | $81,474+13.4% | $133,959-31.0% | $73,493+25.8% |
| Participation rate | 31.0% | 76.4%-45.4pp | 79.8%-48.9pp | 70.7%-39.7pp |
| Annual return | 21.10% | 19.40%+1.7pp | 45.09%-24.0pp | 28.51%-7.4pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,793 | $3,786-52.6% | $5,047-64.5% | $3,740-52.1% |
| Admin fee / account holder | $11,440 | $713+1504.2% | $8,928+28.1% | $513+2129.6% |