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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 | $97,550+120.6% | $120,344+78.8% | $87,485+146.0% |
| Participation rate | 25.0% | 72.8%-47.8pp | 76.7%-51.7pp | 68.9%-43.9pp |
| Annual return | 14.87% | 18.41%-3.5pp | 20.30%-5.4pp | 26.06%-11.2pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,352 | $4,230-68.0% | $5,135-73.7% | $4,274-68.4% |
| Admin fee / account holder | $13,183 | $9,543+38.2% | $12,742+3.5% | $7,775+69.6% |