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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 | $146,316 | $138,393+5.7% | $184,256-20.6% | $80,959+80.7% |
| Participation rate | 37.0% | 83.9%-46.9pp | 86.8%-49.9pp | 67.7%-30.7pp |
| Annual return | 17.21% | 20.01%-2.8pp | 28.85%-11.6pp | 35.67%-18.5pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,841 | $7,076-59.8% | $9,133-68.9% | $4,300-33.9% |
| Admin fee / account holder | $395 | $10,489-96.2% | $13,899-97.2% | $6,925-94.3% |