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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 | $85,210 | $82,972+2.7% | $103,374-17.6% | $77,671+9.7% |
| Participation rate | 9.6% | 71.5%-61.9pp | 74.5%-64.9pp | 70.6%-61.0pp |
| Annual return | 13.02% | 19.14%-6.1pp | 24.89%-11.9pp | 31.21%-18.2pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $3,869-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $935 | $4,108-77.2% | $5,058-81.5% | $4,648-79.9% |
| Admin fee / account holder | $14,120 | $639+2111.2% | $8,394+68.2% | $430+3180.8% |