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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 | $107,169 | $147,594-27.4% | $121,871-12.1% | $198,609-46.0% |
| Participation rate | 17.6% | 78.0%-60.3pp | 73.2%-55.5pp | 82.4%-64.7pp |
| Annual return | 13.41% | 12.94%+0.5pp | 13.57%-0.2pp | 202.70%-189.3pp |
| Employer contribution / active EE | $0 | $3,007-100.0% | $2,731-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $137 | $5,168-97.4% | $4,318-96.8% | $6,977-98.0% |
| Admin fee / account holder | $12,816 | $15,134-15.3% | $11,551+10.9% | $19,030-32.7% |