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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 | $129,558 | $86,298+50.1% | $111,308+16.4% | $85,847+50.9% |
| Participation rate | 28.3% | 73.3%-45.1pp | 77.3%-49.1pp | 69.3%-41.1pp |
| Annual return | 24.50% | 19.99%+4.5pp | 54.67%-30.2pp | 318.61%-294.1pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,650 | $3,641-54.7% | $4,487-63.2% | $3,952-58.3% |
| Admin fee / account holder | $876 | $8,189-89.3% | $7,965-89.0% | $6,261-86.0% |