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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 | $128,701 | $124,425+3.4% | $112,040+14.9% | $137,256-6.2% |
| Participation rate | 31.6% | 79.3%-47.7pp | 76.5%-44.9pp | 80.0%-48.4pp |
| Annual return | 11.64% | 24.72%-13.1pp | 24.52%-12.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,064 | $5,718-81.4% | $5,098-79.1% | $6,407-83.4% |
| Admin fee / account holder | $14,294 | $15,207-6.0% | $12,098+18.1% | $12,270+16.5% |