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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 | $85,243 | $162,821-47.6% | $133,978-36.4% | $158,982-46.4% |
| Participation rate | 69.2% | 83.2%-14.0pp | 79.8%-10.6pp | 82.0%-12.7pp |
| Annual return | 23.07% | 41.95%-18.9pp | 45.10%-22.0pp | 302.99%-279.9pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,549 | $5,910-73.8% | $5,047-69.3% | $5,983-74.1% |
| Admin fee / account holder | $455 | $11,742-96.1% | $8,930-94.9% | $11,252-96.0% |