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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 | $188,552 | $81,487+131.4% | $102,412+84.1% | $80,935+133.0% |
| Participation rate | 34.5% | 66.8%-32.4pp | 74.5%-40.0pp | 67.7%-33.2pp |
| Annual return | 19.33% | 25.60%-6.3pp | 24.94%-5.6pp | 35.66%-16.3pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $842 | $3,871-78.2% | $5,060-83.4% | $4,299-80.4% |
| Admin fee / account holder | $6,721 | $6,7170% | $8,388-19.9% | $6,924-2.9% |