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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 | $128,496 | $106,864+20.2% | $147,318-12.8% | $82,637+55.5% |
| Participation rate | 23.5% | 75.5%-52.0pp | 82.1%-58.5pp | 68.1%-44.5pp |
| Annual return | 16.10% | 27.49%-11.4pp | 70.43%-54.3pp | 53.51%-37.4pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,953 | $6,496-69.9% | $7,906-75.3% | $4,126-52.7% |
| Admin fee / account holder | $22,931 | $8,415+172.5% | $13,708+67.3% | $7,339+212.5% |