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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 | $215,212 | $95,453+125.5% | $112,040+92.1% | $82,448+161.0% |
| Participation rate | 25.0% | 72.8%-47.8pp | 76.5%-51.5pp | 68.1%-43.1pp |
| Annual return | 14.87% | 23.92%-9.0pp | 24.52%-9.6pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,352 | $4,224-68.0% | $5,098-73.5% | $4,139-67.3% |
| Admin fee / account holder | $13,183 | $9,013+46.3% | $12,098+9.0% | $7,234+82.2% |