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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 | $140,801 | $77,574+81.5% | $108,753+29.5% | $86,983+61.9% |
| Participation rate | 40.6% | 62.3%-21.7pp | 71.1%-30.5pp | 69.5%-28.9pp |
| Annual return | 12.35% | 18.42%-6.1pp | 37.47%-25.1pp | 25.83%-13.5pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,148 | $3,128-63.3% | $4,115-72.1% | $4,194-72.6% |
| Admin fee / account holder | $8,839 | $6,529+35.4% | $10,320-14.3% | $7,856+12.5% |