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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 | $81,558 | $87,733-7.0% | $106,551-23.5% | $85,856-5.0% |
| Participation rate | 25.6% | 71.9%-46.4pp | 76.1%-50.6pp | 69.3%-43.7pp |
| Annual return | 13.92% | 21.86%-7.9pp | 26.80%-12.9pp | 318.58%-304.7pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,013 | $3,469-70.8% | $4,398-77.0% | $3,952-74.4% |
| Admin fee / account holder | $7,997 | $6,767+18.2% | $7,408+8.0% | $6,261+27.7% |