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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 | $59,318 | $54,573+8.7% | $90,970-34.8% | $73,497-19.3% |
| Participation rate | 13.3% | 61.2%-47.9pp | 69.0%-55.7pp | 70.7%-57.4pp |
| Annual return | 14.30% | 16.69%-2.4pp | 134.60%-120.3pp | 28.51%-14.2pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $712 | $2,517-71.7% | $3,373-78.9% | $3,740-81.0% |
| Admin fee / account holder | $303 | $521-41.8% | $5,961-94.9% | $513-40.9% |