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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 | $76,494 | $87,733-12.8% | $106,555-28.2% | $85,847-10.9% |
| Participation rate | 51.4% | 71.9%-20.5pp | 76.1%-24.7pp | 69.3%-17.9pp |
| Annual return | 15.21% | 21.86%-6.6pp | 26.80%-11.6pp | 318.61%-303.4pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $804 | $3,469-76.8% | $4,399-81.7% | $3,952-79.7% |
| Admin fee / account holder | $4,426 | $6,767-34.6% | $7,408-40.3% | $6,261-29.3% |