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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 | $106,524+51.5% | $152,301+6.0% | $87,485+84.5% |
| Participation rate | 27.1% | 75.8%-48.7pp | 82.4%-55.4pp | 68.9%-41.9pp |
| Annual return | 18.07% | 26.89%-8.8pp | 80.50%-62.4pp | 26.06%-8.0pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,044 | $6,525-84.0% | $8,004-87.0% | $4,274-75.6% |
| Admin fee / account holder | $19,094 | $8,287+130.4% | $14,398+32.6% | $7,775+145.6% |