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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 | $87,106+81.4% | $105,607+49.6% | $80,935+95.2% |
| Participation rate | 48.6% | 70.4%-21.8pp | 75.3%-26.6pp | 67.7%-19.0pp |
| Annual return | 10.91% | 17.01%-6.1pp | 116.11%-105.2pp | 35.66%-24.7pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,574 | $3,986-60.5% | $5,011-68.6% | $4,299-63.4% |
| Admin fee / account holder | $1,323 | $8,447-84.3% | $10,958-87.9% | $6,924-80.9% |