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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 | $93,665 | $79,181+18.3% | $102,423-8.6% | $74,429+25.8% |
| Participation rate | 22.0% | 74.8%-52.8pp | 76.5%-54.5pp | 67.2%-45.2pp |
| Annual return | 17.32% | 54.97%-37.7pp | 29.42%-12.1pp | 1368.38%-1351.1pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $739 | $4,416-83.3% | $5,054-85.4% | $4,348-83.0% |
| Admin fee / account holder | $1,580 | $2,002-21.1% | $9,455-83.3% | $1,944-18.7% |