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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 | $161,557 | $114,712+40.8% | $173,730-7.0% | $87,485+84.7% |
| Participation rate | 17.0% | 73.0%-56.0pp | 79.6%-62.6pp | 68.9%-52.0pp |
| Annual return | 16.50% | 20.18%-3.7pp | 19.96%-3.5pp | 26.06%-9.6pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $908 | $4,642-80.4% | $6,326-85.7% | $4,274-78.8% |
| Admin fee / account holder | $10,365 | $10,210+1.5% | $17,523-40.9% | $7,775+33.3% |