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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 | $146,365 | $86,919+68.4% | $102,457+42.9% | $80,911+80.9% |
| Participation rate | 26.2% | 72.4%-46.2pp | 76.5%-50.3pp | 67.6%-41.5pp |
| Annual return | 18.25% | 18.90%-0.6pp | 29.41%-11.2pp | 35.63%-17.4pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,574 | $4,119-61.8% | $5,054-68.9% | $4,297-63.4% |
| Admin fee / account holder | $2,817 | $8,049-65.0% | $9,451-70.2% | $6,935-59.4% |