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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 | $213,234 | $86,949+145.2% | $102,460+108.1% | $80,959+163.4% |
| Participation rate | 18.4% | 72.4%-54.0pp | 76.5%-58.1pp | 67.7%-49.2pp |
| Annual return | 20.20% | 18.89%+1.3pp | 29.47%-9.3pp | 35.67%-15.5pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,108 | $4,121-73.1% | $5,056-78.1% | $4,300-74.2% |
| Admin fee / account holder | $564 | $8,048-93.0% | $9,460-94.0% | $6,925-91.9% |