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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 | $90,077 | $52,678+71.0% | $75,784+18.9% | $59,633+51.1% |
| Participation rate | 10.9% | 67.2%-56.3pp | 75.8%-64.9pp | 68.7%-57.8pp |
| Annual return | 10.53% | 2.95%+7.6pp | 9.68%+0.9pp | 2041.45%-2030.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $651 | $2,591-74.9% | $3,652-82.2% | $3,192-79.6% |
| Admin fee / account holder | $933 | $3,610-74.1% | $5,300-82.4% | $4,297-78.3% |