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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 | $87,561 | $36,140+142.3% | $73,658+18.9% | $64,340+36.1% |
| Participation rate | 0.9% | 31.0%-30.2pp | 57.0%-56.2pp | 55.2%-54.4pp |
| Annual return | 23.49% | 21.48%+2.0pp | 29.72%-6.2pp | 24.14%-0.7pp |
| Employer contribution / active EE | $0 | $443-100.0% | $1,032-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $116 | $1,023-88.7% | $2,062-94.4% | $2,980-96.1% |
| Admin fee / account holder | $324 | $2,513-87.1% | $3,357-90.3% | $3,703-91.2% |