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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 | $103,525 | $101,763+1.7% | $164,866-37.2% | $80,874+28.0% |
| Participation rate | 21.4% | 71.8%-50.4pp | 78.6%-57.2pp | 67.6%-46.2pp |
| Annual return | 12.04% | 16.73%-4.7pp | 69.97%-57.9pp | 35.62%-23.6pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $240 | $4,477-94.6% | $6,033-96.0% | $4,297-94.4% |
| Admin fee / account holder | $807 | $8,228-90.2% | $12,689-93.6% | $6,935-88.4% |