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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 | $101,541 | $95,453+6.4% | $112,040-9.4% | $82,448+23.2% |
| Participation rate | 21.9% | 72.8%-50.9pp | 76.5%-54.6pp | 68.1%-46.2pp |
| Annual return | 16.81% | 23.92%-7.1pp | 24.52%-7.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,946 | $4,224-53.9% | $5,098-61.8% | $4,139-53.0% |
| Admin fee / account holder | $9,039 | $9,013+0.3% | $12,098-25.3% | $7,234+24.9% |