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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 | $132,508 | $72,177+83.6% | $115,038+15.2% | $59,633+122.2% |
| Participation rate | 25.6% | 72.6%-46.9pp | 81.4%-55.7pp | 68.7%-43.0pp |
| Annual return | 0.88% | 12.02%-11.1pp | 26.14%-25.3pp | 2041.45%-2040.6pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,821 | $4,783-61.9% | $6,026-69.8% | $3,192-43.0% |
| Admin fee / account holder | $2,505 | $4,927-49.2% | $8,175-69.4% | $4,297-41.7% |