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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 | $166,188 | $86,949+91.1% | $102,460+62.2% | $80,959+105.3% |
| Participation rate | 26.8% | 72.4%-45.6pp | 76.5%-49.7pp | 67.7%-40.8pp |
| Annual return | 19.99% | 18.89%+1.1pp | 29.47%-9.5pp | 35.67%-15.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,737 | $4,121-57.8% | $5,056-65.6% | $4,300-59.6% |
| Admin fee / account holder | $4,023 | $8,048-50.0% | $9,460-57.5% | $6,925-41.9% |