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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 | $116,334 | $54,541+113.3% | $78,778+47.7% | $70,126+65.9% |
| Participation rate | 8.6% | 60.8%-52.2pp | 69.2%-60.6pp | 69.5%-60.9pp |
| Annual return | 17.32% | 21.07%-3.8pp | 35.62%-18.3pp | 73.15%-55.8pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $626 | $2,210-71.7% | $2,958-78.8% | $3,332-81.2% |
| Admin fee / account holder | $1,655 | $3,709-55.4% | $5,134-67.8% | $4,645-64.4% |