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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 | $199,947 | $114,712+74.3% | $173,730+15.1% | $87,485+128.6% |
| Participation rate | 64.7% | 73.0%-8.3pp | 79.6%-14.9pp | 68.9%-4.2pp |
| Annual return | 0.00% | 20.18%-20.2pp | 19.96%-20.0pp | 26.06%-26.1pp |
| Employer contribution / active EE | $833 | $2,904-71.3% | $4,577-81.8% | $2,596-67.9% |
| Participant deferral / active EE | $1,589 | $4,642-65.8% | $6,326-74.9% | $4,274-62.8% |
| Admin fee / account holder | $14,070 | $10,210+37.8% | $17,523-19.7% | $7,775+81.0% |