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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 | $117,474 | $171,272-31.4% | $127,803-8.1% | $152,909-23.2% |
| Participation rate | 29.4% | 83.5%-54.1pp | 79.0%-49.6pp | 82.5%-53.0pp |
| Annual return | 20.98% | 23.54%-2.6pp | 26.14%-5.2pp | 345.46%-324.5pp |
| Employer contribution / active EE | $0 | $5,451-100.0% | $4,576-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,222 | $7,043-68.4% | $6,023-63.1% | $5,851-62.0% |
| Admin fee / account holder | $3,578 | $14,540-75.4% | $9,399-61.9% | $11,601-69.2% |