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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 | $83,898+38.4% | $133,346-12.9% | $94,015+23.5% |
| Participation rate | 48.0% | 63.4%-15.4pp | 72.8%-24.8pp | 70.8%-22.8pp |
| Annual return | 0.00% | 16.00%-16.0pp | 36.85%-36.9pp | 17.84%-17.8pp |
| Employer contribution / active EE | $691 | $1,821-62.1% | $2,853-75.8% | $2,790-75.2% |
| Participant deferral / active EE | $929 | $3,245-71.4% | $4,332-78.5% | $4,249-78.1% |
| Admin fee / account holder | $715 | $7,809-90.8% | $14,264-95.0% | $8,951-92.0% |