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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 | $133,102 | $107,809+23.5% | $97,032+37.2% | $155,188-14.2% |
| Participation rate | 26.7% | 75.5%-48.8pp | 71.6%-44.9pp | 80.8%-54.1pp |
| Annual return | 15.87% | 38.06%-22.2pp | 35.38%-19.5pp | 148.84%-133.0pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $743 | $5,129-85.5% | $4,672-84.1% | $6,531-88.6% |
| Admin fee / account holder | $2,034 | $10,717-81.0% | $9,418-78.4% | $14,480-86.0% |