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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 | $152,610 | $67,602+125.7% | $82,312+85.4% | $70,126+117.6% |
| Participation rate | 33.8% | 72.8%-39.0pp | 76.9%-43.1pp | 69.5%-35.8pp |
| Annual return | 21.86% | 21.57%+0.3pp | 25.88%-4.0pp | 73.15%-51.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $873 | $2,987-70.8% | $3,706-76.4% | $3,332-73.8% |
| Admin fee / account holder | $21,266 | $4,512+371.4% | $5,608+279.2% | $4,645+357.8% |