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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 | $90,186 | $114,712-21.4% | $173,730-48.1% | $87,485+3.1% |
| Participation rate | 24.3% | 73.0%-48.7pp | 79.6%-55.2pp | 68.9%-44.6pp |
| Annual return | 18.83% | 20.18%-1.3pp | 19.96%-1.1pp | 26.06%-7.2pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $4,577-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,343 | $4,642-71.1% | $6,326-78.8% | $4,274-68.6% |
| Admin fee / account holder | $14,496 | $10,210+42.0% | $17,523-17.3% | $7,775+86.4% |