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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 | $171,012 | $86,288+98.2% | $111,306+53.6% | $85,851+99.2% |
| Participation rate | 15.4% | 73.3%-58.0pp | 77.3%-61.9pp | 69.3%-53.9pp |
| Annual return | 20.07% | 19.99%+0.1pp | 54.67%-34.6pp | 318.63%-298.6pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $960 | $3,641-73.6% | $4,488-78.6% | $3,952-75.7% |
| Admin fee / account holder | $822 | $8,189-90.0% | $7,966-89.7% | $6,261-86.9% |