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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 | $103,940 | $72,273+43.8% | $101,275+2.6% | $79,856+30.2% |
| Participation rate | 21.1% | 68.5%-47.4pp | 75.8%-54.8pp | 69.6%-48.6pp |
| Annual return | 10.79% | 22.30%-11.5pp | 46.48%-35.7pp | 31.71%-20.9pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,110 | $3,282-66.2% | $4,371-74.6% | $3,741-70.3% |
| Admin fee / account holder | $16,556 | $4,401+276.1% | $5,948+178.3% | $5,306+212.0% |