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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 | $93,169 | $78,707+18.4% | $117,861-21.0% | $70,126+32.9% |
| Participation rate | 58.8% | 73.2%-14.4pp | 79.7%-20.8pp | 69.5%-10.7pp |
| Annual return | 13.88% | 23.30%-9.4pp | 335.11%-321.2pp | 73.15%-59.3pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $665 | $3,297-79.8% | $4,482-85.2% | $3,332-80.0% |
| Admin fee / account holder | $3,503 | $5,066-30.8% | $8,021-56.3% | $4,645-24.6% |