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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 | $108,374 | $91,559+18.4% | $133,978-19.1% | $79,856+35.7% |
| Participation rate | 23.8% | 73.3%-49.5pp | 79.8%-56.0pp | 69.6%-45.8pp |
| Annual return | 14.77% | 61.85%-47.1pp | 45.10%-30.3pp | 31.71%-16.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,233 | $3,734-67.0% | $5,047-75.6% | $3,741-67.0% |
| Admin fee / account holder | $643 | $6,321-89.8% | $8,930-92.8% | $5,306-87.9% |