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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 | $117,222 | $57,140+105.2% | $85,240+37.5% | $80,959+44.8% |
| Participation rate | 24.6% | 56.4%-31.8pp | 67.5%-43.0pp | 67.7%-43.1pp |
| Annual return | 10.60% | 21.71%-11.1pp | 66.75%-56.2pp | 35.67%-25.1pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $724 | $3,115-76.8% | $4,527-84.0% | $4,300-83.2% |
| Admin fee / account holder | $6,518 | $4,992+30.6% | $6,165+5.7% | $6,925-5.9% |