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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 | $74,318 | $60,442+23.0% | $96,754-23.2% | $87,485-15.1% |
| Participation rate | 66.7% | 58.7%+8.0pp | 70.3%-3.6pp | 68.9%-2.3pp |
| Annual return | 13.58% | 21.97%-8.4pp | 82.04%-68.5pp | 26.06%-12.5pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $705 | $3,280-78.5% | $4,758-85.2% | $4,274-83.5% |
| Admin fee / account holder | $12,481 | $5,069+146.2% | $8,905+40.2% | $7,775+60.5% |