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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 | $118,655 | $76,371+55.4% | $93,621+26.7% | $72,975+62.6% |
| Participation rate | 25.9% | 71.8%-45.9pp | 75.8%-50.0pp | 69.5%-43.6pp |
| Annual return | 27.20% | 25.82%+1.4pp | 32.76%-5.6pp | 81.01%-53.8pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $631 | $3,538-82.2% | $4,070-84.5% | $3,608-82.5% |
| Admin fee / account holder | $20,405 | $6,839+198.4% | $7,890+158.6% | $5,124+298.2% |