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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 | $99,792 | $86,949+14.8% | $102,460-2.6% | $80,959+23.3% |
| Participation rate | 23.5% | 72.4%-48.9pp | 76.5%-53.0pp | 67.7%-44.1pp |
| Annual return | 14.51% | 18.89%-4.4pp | 29.47%-15.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,010 | $4,121-75.5% | $5,056-80.0% | $4,300-76.5% |
| Admin fee / account holder | $2,539 | $8,048-68.5% | $9,460-73.2% | $6,925-63.3% |