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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 | $137,971 | $78,423+75.9% | $95,964+43.8% | $79,856+72.8% |
| Participation rate | 15.8% | 73.5%-57.7pp | 77.1%-61.3pp | 69.6%-53.9pp |
| Annual return | 22.12% | 19.37%+2.7pp | 91.64%-69.5pp | 31.71%-9.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $898 | $3,440-73.9% | $4,167-78.4% | $3,741-76.0% |
| Admin fee / account holder | $932 | $5,622-83.4% | $6,797-86.3% | $5,306-82.4% |