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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 | $84,843 | $96,731-12.3% | $123,973-31.6% | $86,983-2.5% |
| Participation rate | 34.1% | 70.0%-35.9pp | 76.7%-42.5pp | 69.5%-35.4pp |
| Annual return | 13.28% | 17.33%-4.0pp | 388.13%-374.8pp | 25.83%-12.5pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $955 | $4,152-77.0% | $5,247-81.8% | $4,194-77.2% |
| Admin fee / account holder | $7,446 | $8,722-14.6% | $11,799-36.9% | $7,856-5.2% |