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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 | $76,067 | $87,733-13.3% | $106,555-28.6% | $85,847-11.4% |
| Participation rate | 24.6% | 71.9%-47.4pp | 76.1%-51.6pp | 69.3%-44.8pp |
| Annual return | 16.88% | 21.86%-5.0pp | 26.80%-9.9pp | 318.61%-301.7pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,130 | $3,469-67.4% | $4,399-74.3% | $3,952-71.4% |
| Admin fee / account holder | $305 | $6,767-95.5% | $7,408-95.9% | $6,261-95.1% |