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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 | $95,602 | $91,086+5.0% | $203,872-53.1% | $86,983+9.9% |
| Participation rate | 21.3% | 65.8%-44.5pp | 77.8%-56.5pp | 69.5%-48.2pp |
| Annual return | 14.25% | 22.30%-8.1pp | 85.11%-70.9pp | 25.83%-11.6pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $469 | $4,019-88.3% | $6,388-92.7% | $4,194-88.8% |
| Admin fee / account holder | $403 | $8,987-95.5% | $11,730-96.6% | $7,856-94.9% |