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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 | $64,848 | $57,352+13.1% | $83,831-22.6% | $64,173+1.1% |
| Participation rate | 38.1% | 68.6%-30.5pp | 76.1%-38.1pp | 69.6%-31.5pp |
| Annual return | 10.98% | 11.38%-0.4pp | 850.99%-840.0pp | 7.63%+3.3pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $845 | $2,993-71.8% | $4,082-79.3% | $3,470-75.6% |
| Admin fee / account holder | $8,411 | $4,046+107.9% | $5,479+53.5% | $4,887+72.1% |