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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 | $119,901 | $67,602+77.4% | $82,312+45.7% | $70,126+71.0% |
| Participation rate | 20.4% | 72.8%-52.4pp | 76.9%-56.5pp | 69.5%-49.2pp |
| Annual return | 14.77% | 21.57%-6.8pp | 25.88%-11.1pp | 73.15%-58.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,107 | $2,987-62.9% | $3,706-70.1% | $3,332-66.8% |
| Admin fee / account holder | $2,415 | $4,512-46.5% | $5,608-56.9% | $4,645-48.0% |