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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 | $116,087 | $73,787+57.3% | $98,716+17.6% | $82,448+40.8% |
| Participation rate | 48.0% | 61.4%-13.4pp | 69.3%-21.3pp | 68.1%-20.1pp |
| Annual return | 0.00% | 18.57%-18.6pp | 31.81%-31.8pp | 41.64%-41.6pp |
| Employer contribution / active EE | $691 | $1,511-54.3% | $2,279-69.7% | $2,551-72.9% |
| Participant deferral / active EE | $929 | $3,081-69.8% | $4,048-77.0% | $4,139-77.5% |
| Admin fee / account holder | $715 | $6,500-89.0% | $8,703-91.8% | $7,234-90.1% |