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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 | $115,931+39.4% | $185,441-12.9% | $86,983+85.7% |
| Participation rate | 17.0% | 73.6%-56.6pp | 80.3%-63.3pp | 69.5%-52.6pp |
| Annual return | 16.50% | 21.47%-5.0pp | 20.16%-3.7pp | 25.83%-9.3pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $908 | $4,551-80.1% | $6,152-85.2% | $4,194-78.4% |
| Admin fee / account holder | $10,365 | $10,687-3.0% | $17,890-42.1% | $7,856+31.9% |