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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 | $94,600 | $99,875-5.3% | $146,866-35.6% | $86,983+8.8% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.5%-42.5pp | 69.5%-29.5pp |
| Annual return | 16.09% | 28.10%-12.0pp | 102.85%-86.8pp | 25.83%-9.7pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,819 | $6,322-71.2% | $7,759-76.6% | $4,194-56.6% |
| Admin fee / account holder | $2,334 | $7,838-70.2% | $13,620-82.9% | $7,856-70.3% |