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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 | $161,382 | $106,749+51.2% | $145,433+11.0% | $82,448+95.7% |
| Participation rate | 27.1% | 75.6%-48.6pp | 82.1%-55.1pp | 68.1%-41.0pp |
| Annual return | 18.07% | 27.59%-9.5pp | 66.58%-48.5pp | 41.64%-23.6pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,044 | $6,519-84.0% | $7,897-86.8% | $4,139-74.8% |
| Admin fee / account holder | $19,094 | $8,390+127.6% | $13,129+45.4% | $7,234+163.9% |