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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 | $130,277 | $47,848+172.3% | $81,473+59.9% | $70,126+85.8% |
| Participation rate | 11.3% | 58.3%-47.0pp | 68.0%-56.6pp | 69.5%-58.2pp |
| Annual return | 31.15% | 27.25%+3.9pp | 38.78%-7.6pp | 73.15%-42.0pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $373 | $2,453-84.8% | $3,537-89.4% | $3,332-88.8% |
| Admin fee / account holder | $2,395 | $3,145-23.9% | $4,561-47.5% | $4,645-48.5% |