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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 | $101,074 | $78,670+28.5% | $109,173-7.4% | $85,847+17.7% |
| Participation rate | 30.0% | 68.3%-38.3pp | 75.9%-45.9pp | 69.3%-39.3pp |
| Annual return | 16.02% | 25.09%-9.1pp | 25.75%-9.7pp | 318.61%-302.6pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $461 | $3,467-86.7% | $4,654-90.1% | $3,952-88.3% |
| Admin fee / account holder | $3,083 | $5,469-43.6% | $6,755-54.4% | $6,261-50.8% |