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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 | $95,602 | $84,953+12.5% | $163,379-41.5% | $82,637+15.7% |
| Participation rate | 21.3% | 65.9%-44.6pp | 76.8%-55.5pp | 68.1%-46.7pp |
| Annual return | 14.25% | 23.07%-8.8pp | 63.41%-49.2pp | 53.51%-39.3pp |
| Employer contribution / active EE | $0 | $2,183-100.0% | $3,752-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $469 | $4,326-89.2% | $6,282-92.5% | $4,126-88.6% |
| Admin fee / account holder | $403 | $7,921-94.9% | $9,818-95.9% | $7,339-94.5% |