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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 | $62,162 | $106,524-41.6% | $152,301-59.2% | $87,485-28.9% |
| Participation rate | 16.7% | 75.8%-59.1pp | 82.4%-65.8pp | 68.9%-52.3pp |
| Annual return | 14.82% | 26.89%-12.1pp | 80.50%-65.7pp | 26.06%-11.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,428 | $6,525-78.1% | $8,004-82.2% | $4,274-66.6% |
| Admin fee / account holder | $12,663 | $8,287+52.8% | $14,398-12.1% | $7,775+62.9% |