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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 | $126,661+1.6% | $113,397+13.5% | $138,895-7.3% |
| Participation rate | 31.6% | 79.4%-47.9pp | 76.5%-44.9pp | 79.9%-48.3pp |
| Annual return | 11.64% | 25.05%-13.4pp | 23.20%-11.6pp | 145.39%-133.8pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,064 | $5,693-81.3% | $5,076-79.0% | $6,396-83.4% |
| Admin fee / account holder | $14,294 | $14,549-1.8% | $11,957+19.5% | $12,562+13.8% |