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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 | $107,421+50.2% | $182,262-11.5% | $94,015+71.7% |
| Participation rate | 27.1% | 77.8%-50.7pp | 84.2%-57.2pp | 70.8%-43.8pp |
| Annual return | 18.07% | 21.32%-3.3pp | 140.60%-122.5pp | 17.84%+0.2pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,044 | $6,558-84.1% | $8,276-87.4% | $4,249-75.4% |
| Admin fee / account holder | $19,094 | $8,692+119.7% | $16,712+14.3% | $8,951+113.3% |