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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 | $146,275 | $58,048+152.0% | $94,215+55.3% | $65,306+124.0% |
| Participation rate | 24.3% | 45.3%-21.0pp | 70.0%-45.7pp | 57.7%-33.4pp |
| Annual return | 14.17% | 19.61%-5.4pp | 28.22%-14.0pp | 21.94%-7.8pp |
| Employer contribution / active EE | $0 | $1,427-100.0% | $2,675-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $878 | $2,407-63.5% | $4,276-79.5% | $2,959-70.3% |
| Admin fee / account holder | $1,942 | $4,610-57.9% | $10,216-81.0% | $3,480-44.2% |