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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 | $125,694 | $138,385-9.2% | $184,243-31.8% | $80,925+55.3% |
| Participation rate | 22.2% | 83.9%-61.7pp | 86.8%-64.6pp | 67.7%-45.4pp |
| Annual return | 29.10% | 20.02%+9.1pp | 28.82%+0.3pp | 35.65%-6.5pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $442 | $7,075-93.8% | $9,132-95.2% | $4,299-89.7% |
| Admin fee / account holder | $2,595 | $10,489-75.3% | $13,914-81.4% | $6,940-62.6% |