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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 | $87,688 | $86,288+1.6% | $111,306-21.2% | $85,851+2.1% |
| Participation rate | 16.0% | 73.3%-57.3pp | 77.3%-61.3pp | 69.3%-53.3pp |
| Annual return | 15.45% | 19.99%-4.5pp | 54.67%-39.2pp | 318.63%-303.2pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $525 | $3,641-85.6% | $4,488-88.3% | $3,952-86.7% |
| Admin fee / account holder | $1,544 | $8,189-81.1% | $7,966-80.6% | $6,261-75.3% |