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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 | $95,571 | $110,410-13.4% | $102,437-6.7% | $145,897-34.5% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 10.59% | 24.85%-14.3pp | 24.95%-14.4pp | 552.29%-541.7pp |
| Employer contribution / active EE | $0 | $4,217-100.0% | $3,871-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $694 | $5,622-87.7% | $5,060-86.3% | $6,689-89.6% |
| Admin fee / account holder | $1,314 | $9,745-86.5% | $8,388-84.3% | $13,390-90.2% |