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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 | $92,209 | $124,330-25.8% | $109,173-15.5% | $167,536-45.0% |
| Participation rate | 27.3% | 79.5%-52.2pp | 75.9%-48.6pp | 82.1%-54.8pp |
| Annual return | 15.25% | 26.04%-10.8pp | 25.75%-10.5pp | 478.82%-463.6pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $551 | $5,256-89.5% | $4,654-88.2% | $6,342-91.3% |
| Admin fee / account holder | $9,245 | $7,974+15.9% | $6,755+36.9% | $12,315-24.9% |