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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 | $100,664 | $75,183+33.9% | $123,894-18.7% | $55,167+82.5% |
| Participation rate | 30.0% | 72.8%-42.8pp | 81.4%-51.4pp | 69.0%-39.0pp |
| Annual return | 7.10% | 19.01%-11.9pp | 47.52%-40.4pp | 169.23%-162.1pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,100 | $5,084-78.4% | $5,984-81.6% | $3,054-64.0% |
| Admin fee / account holder | $1,358 | $663+104.9% | $8,357-83.8% | $504+169.5% |