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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 | $77,940 | $80,985-3.8% | $96,576-19.3% | $75,181+3.7% |
| Participation rate | 20.0% | 71.8%-51.8pp | 76.0%-56.0pp | 67.2%-47.2pp |
| Annual return | 15.21% | 27.05%-11.8pp | 25.87%-10.7pp | 160.69%-145.5pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,454 | $3,929-63.0% | $4,851-70.0% | $4,126-64.7% |
| Admin fee / account holder | $14,285 | $6,719+112.6% | $8,253+73.1% | $5,650+152.8% |