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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 | $158,951 | $110,137+44.3% | $161,149-1.4% | $82,637+92.3% |
| Participation rate | 40.0% | 72.4%-32.4pp | 78.8%-38.8pp | 68.1%-28.1pp |
| Annual return | 14.55% | 20.69%-6.1pp | 21.16%-6.6pp | 53.51%-39.0pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,360-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,574 | $4,575-65.6% | $6,153-74.4% | $4,126-61.9% |
| Admin fee / account holder | $2,664 | $9,467-71.9% | $15,194-82.5% | $7,339-63.7% |