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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 | $127,395 | $90,400+40.9% | $186,193-31.6% | $87,485+45.6% |
| Participation rate | 23.2% | 66.2%-43.0pp | 77.1%-53.9pp | 68.9%-45.7pp |
| Annual return | 16.95% | 22.15%-5.2pp | 78.03%-61.1pp | 26.06%-9.1pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,102 | $4,330-74.5% | $6,513-83.1% | $4,274-74.2% |
| Admin fee / account holder | $1,965 | $8,673-77.3% | $11,058-82.2% | $7,775-74.7% |