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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 | $98,975 | $79,955+23.8% | $98,461+0.5% | $75,173+31.7% |
| Participation rate | 51.5% | 70.4%-18.9pp | 75.2%-23.7pp | 67.2%-15.7pp |
| Annual return | 15.49% | 19.75%-4.3pp | 21.17%-5.7pp | 160.72%-145.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,014 | $3,752-73.0% | $4,738-78.6% | $4,126-75.4% |
| Admin fee / account holder | $12,540 | $6,841+83.3% | $8,961+39.9% | $5,651+121.9% |