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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 | $123,832 | $101,795+21.6% | $165,100-25.0% | $80,959+53.0% |
| Participation rate | 22.4% | 71.8%-49.4pp | 78.6%-56.2pp | 67.7%-45.3pp |
| Annual return | 18.68% | 16.73%+2.0pp | 70.21%-51.5pp | 35.67%-17.0pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,229 | $4,476-72.5% | $6,035-79.6% | $4,300-71.4% |
| Admin fee / account holder | $18,818 | $8,221+128.9% | $12,696+48.2% | $6,925+171.7% |