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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 | $108,990 | $72,486+50.4% | $87,103+25.1% | $72,976+49.4% |
| Participation rate | 13.3% | 72.8%-59.5pp | 76.9%-63.5pp | 69.5%-56.2pp |
| Annual return | 25.52% | 24.46%+1.1pp | 28.19%-2.7pp | 81.02%-55.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $775 | $3,270-76.3% | $4,049-80.9% | $3,608-78.5% |
| Admin fee / account holder | $8,321 | $5,055+64.6% | $7,491+11.1% | $5,124+62.4% |