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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 | $147,971 | $83,045+78.2% | $130,045+13.8% | $71,511+106.9% |
| Participation rate | 12.4% | 74.1%-61.7pp | 78.5%-66.1pp | 67.9%-55.5pp |
| Annual return | 18.12% | 20.61%-2.5pp | -137.30%+155.4pp | 28.86%-10.7pp |
| Employer contribution / active EE | $0 | $2,623-100.0% | $4,321-100.0% | $2,589-100.0% |
| Participant deferral / active EE | $1,465 | $4,436-67.0% | $5,820-74.8% | $4,291-65.9% |
| Admin fee / account holder | $7,555 | $1,727+337.5% | $10,600-28.7% | $1,588+375.6% |