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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 | $92,402 | $80,763+14.4% | $102,412-9.8% | $74,459+24.1% |
| Participation rate | 8.1% | 65.7%-57.5pp | 74.5%-66.4pp | 67.2%-59.1pp |
| Annual return | 12.66% | 27.57%-14.9pp | 24.94%-12.3pp | 1369.70%-1357.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $3,870-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $77 | $3,862-98.0% | $5,060-98.5% | $4,350-98.2% |
| Admin fee / account holder | $6,363 | $2,371+168.3% | $8,388-24.1% | $1,945+227.2% |