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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 | $109,009 | $83,061+31.2% | $126,068-13.5% | $94,015+15.9% |
| Participation rate | 15.2% | 81.2%-66.0pp | 84.7%-69.6pp | 70.8%-55.7pp |
| Annual return | 15.17% | 20.41%-5.2pp | 15.01%+0.2pp | 17.84%-2.7pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $475 | $7,042-93.3% | $8,214-94.2% | $4,249-88.8% |
| Admin fee / account holder | $3,741 | $7,208-48.1% | $18,264-79.5% | $8,951-58.2% |