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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 | $158,016 | $87,132+81.4% | $105,624+49.6% | $80,959+95.2% |
| Participation rate | 48.6% | 70.4%-21.8pp | 75.3%-26.6pp | 67.7%-19.0pp |
| Annual return | 10.91% | 17.03%-6.1pp | 116.20%-105.3pp | 35.67%-24.8pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,574 | $3,985-60.5% | $5,013-68.6% | $4,300-63.4% |
| Admin fee / account holder | $1,323 | $8,449-84.3% | $10,961-87.9% | $6,925-80.9% |