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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 | $148,356 | $254,759-41.8% | $216,567-31.5% | $198,609-25.3% |
| Participation rate | 55.6% | 84.5%-29.0pp | 81.6%-26.1pp | 82.4%-26.8pp |
| Annual return | 17.30% | 10.04%+7.3pp | 12.94%+4.4pp | 202.70%-185.4pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,711 | $6,948-75.4% | $6,191-72.4% | $6,977-75.5% |
| Admin fee / account holder | $19,227 | $26,311-26.9% | $21,981-12.5% | $19,030+1.0% |