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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 | $137,252 | $80,983+69.5% | $96,544+42.2% | $75,177+82.6% |
| Participation rate | 26.8% | 71.8%-45.0pp | 76.0%-49.2pp | 67.2%-40.4pp |
| Annual return | 17.79% | 27.05%-9.3pp | 25.88%-8.1pp | 160.75%-143.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,966-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,623 | $3,929-58.7% | $4,851-66.5% | $4,126-60.7% |
| Admin fee / account holder | $5,545 | $6,717-17.4% | $8,254-32.8% | $5,651-1.9% |