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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 | $130,777 | $64,462+102.9% | $81,482+60.5% | $80,911+61.6% |
| Participation rate | 60.0% | 63.9%-3.9pp | 69.5%-9.5pp | 67.6%-7.6pp |
| Annual return | 14.61% | 16.35%-1.7pp | 24.79%-10.2pp | 35.63%-21.0pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,463-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $576 | $3,094-81.4% | $3,885-85.2% | $4,297-86.6% |
| Admin fee / account holder | $9,632 | $5,678+69.7% | $5,761+67.2% | $6,935+38.9% |