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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 | $55,823 | $84,236-33.7% | $170,435-67.2% | $70,126-20.4% |
| Participation rate | 11.4% | 70.8%-59.4pp | 83.6%-72.2pp | 69.5%-58.1pp |
| Annual return | 19.35% | 23.06%-3.7pp | 205.94%-186.6pp | 73.15%-53.8pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $797 | $3,086-74.2% | $4,939-83.9% | $3,332-76.1% |
| Admin fee / account holder | $5,066 | $5,698-11.1% | $13,881-63.5% | $4,645+9.1% |