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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 | $103,235 | $87,834+17.5% | $133,975-22.9% | $62,881+64.2% |
| Participation rate | 25.0% | 83.4%-58.4pp | 87.1%-62.1pp | 69.3%-44.3pp |
| Annual return | 12.85% | 12.05%+0.8pp | 29.29%-16.4pp | 20.14%-7.3pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,188 | $4,812-75.3% | $6,282-81.1% | $3,203-62.9% |
| Admin fee / account holder | $2,114 | $5,372-60.6% | $9,324-77.3% | $4,296-50.8% |