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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 | $84,208 | $135,956-38.1% | $123,894-32.0% | $273,972-69.3% |
| Participation rate | 52.4% | 84.1%-31.7pp | 81.4%-29.0pp | 83.0%-30.6pp |
| Annual return | 5.49% | 56.63%-51.1pp | 47.52%-42.0pp | 41.46%-36.0pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,711 | $6,343-73.0% | $5,984-71.4% | $5,287-67.6% |
| Admin fee / account holder | $13,876 | $9,817+41.3% | $8,357+66.0% | $10,133+36.9% |