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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 | $108,994 | $87,132+25.1% | $105,624+3.2% | $80,959+34.6% |
| Participation rate | 44.4% | 70.4%-26.0pp | 75.3%-30.8pp | 67.7%-23.2pp |
| Annual return | 10.80% | 17.03%-6.2pp | 116.20%-105.4pp | 35.67%-24.9pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $645 | $3,985-83.8% | $5,013-87.1% | $4,300-85.0% |
| Admin fee / account holder | $21,329 | $8,449+152.5% | $10,961+94.6% | $6,925+208.0% |