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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 | $134,402 | $95,453+40.8% | $112,040+20.0% | $82,448+63.0% |
| Participation rate | 23.8% | 72.8%-48.9pp | 76.5%-52.7pp | 68.1%-44.3pp |
| Annual return | 17.37% | 23.92%-6.6pp | 24.52%-7.2pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,356 | $4,224-67.9% | $5,098-73.4% | $4,139-67.2% |
| Admin fee / account holder | $3,664 | $9,013-59.4% | $12,098-69.7% | $7,234-49.4% |