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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 | $52,336 | $51,606+1.4% | $129,339-59.5% | $80,911-35.3% |
| Participation rate | 15.3% | 57.0%-41.7pp | 69.6%-54.3pp | 67.6%-52.4pp |
| Annual return | 26.10% | 20.76%+5.3pp | 9437.05%-9410.9pp | 35.63%-9.5pp |
| Employer contribution / active EE | $0 | $1,582-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $526 | $2,669-80.3% | $4,170-87.4% | $4,297-87.8% |
| Admin fee / account holder | $1,066 | $4,310-75.3% | $7,668-86.1% | $6,935-84.6% |