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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 | $89,064 | $78,707+13.2% | $117,861-24.4% | $70,126+27.0% |
| Participation rate | 41.2% | 73.2%-32.0pp | 79.7%-38.5pp | 69.5%-28.4pp |
| Annual return | 16.32% | 23.30%-7.0pp | 335.11%-318.8pp | 73.15%-56.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $531 | $3,297-83.9% | $4,482-88.1% | $3,332-84.1% |
| Admin fee / account holder | $1,111 | $5,066-78.1% | $8,021-86.1% | $4,645-76.1% |