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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 | $90,445 | $65,034+39.1% | $90,970-0.6% | $79,856+13.3% |
| Participation rate | 27.1% | 61.6%-34.5pp | 69.0%-41.9pp | 69.6%-42.5pp |
| Annual return | 21.38% | 30.45%-9.1pp | 134.60%-113.2pp | 31.71%-10.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,067 | $2,512-57.5% | $3,373-68.4% | $3,741-71.5% |
| Admin fee / account holder | $12,255 | $4,536+170.2% | $5,961+105.6% | $5,306+130.9% |