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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 | $85,466 | $45,126+89.4% | $85,187+0.3% | $74,459+14.8% |
| Participation rate | 31.4% | 49.4%-18.0pp | 67.5%-36.1pp | 67.2%-35.9pp |
| Annual return | 13.16% | 26.30%-13.1pp | 66.67%-53.5pp | 1369.70%-1356.5pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $277 | $2,738-89.9% | $4,525-93.9% | $4,350-93.6% |
| Admin fee / account holder | $2,819 | $2,212+27.4% | $6,162-54.3% | $1,945+44.9% |