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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 | $104,325 | $86,949+20.0% | $102,460+1.8% | $80,959+28.9% |
| Participation rate | 48.7% | 72.4%-23.7pp | 76.5%-27.8pp | 67.7%-18.9pp |
| Annual return | 12.10% | 18.89%-6.8pp | 29.47%-17.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,834 | $4,121-55.5% | $5,056-63.7% | $4,300-57.3% |
| Admin fee / account holder | $17,113 | $8,048+112.7% | $9,460+80.9% | $6,925+147.1% |