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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 | $74,680 | $67,602+10.5% | $82,312-9.3% | $70,126+6.5% |
| Participation rate | 29.4% | 72.8%-43.4pp | 76.9%-47.5pp | 69.5%-40.1pp |
| Annual return | 45.67% | 21.57%+24.1pp | 25.88%+19.8pp | 73.15%-27.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $324 | $2,987-89.1% | $3,706-91.2% | $3,332-90.3% |
| Admin fee / account holder | $5,972 | $4,512+32.4% | $5,608+6.5% | $4,645+28.5% |