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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 | $107,205 | $93,617+14.5% | $135,982-21.2% | $75,177+42.6% |
| Participation rate | 8.0% | 75.2%-67.2pp | 81.9%-73.9pp | 67.2%-59.2pp |
| Annual return | 24.33% | 30.89%-6.6pp | 68.32%-44.0pp | 160.75%-136.4pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,708 | $6,406-73.3% | $7,760-78.0% | $4,126-58.6% |
| Admin fee / account holder | $11,247 | $6,980+61.1% | $10,767+4.5% | $5,651+99.0% |