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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 | $160,901 | $77,814+106.8% | $158,223+1.7% | $86,983+85.0% |
| Participation rate | 19.5% | 68.4%-48.9pp | 79.2%-59.7pp | 69.5%-50.0pp |
| Annual return | 15.22% | 30.54%-15.3pp | 52.09%-36.9pp | 25.83%-10.6pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $339 | $3,270-89.6% | $5,467-93.8% | $4,194-91.9% |
| Admin fee / account holder | $2,230 | $5,879-62.1% | $16,047-86.1% | $7,856-71.6% |