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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 | $118,413 | $86,294+37.2% | $111,303+6.4% | $85,856+37.9% |
| Participation rate | 31.4% | 73.3%-41.9pp | 77.3%-45.9pp | 69.3%-37.9pp |
| Annual return | 21.70% | 19.99%+1.7pp | 54.66%-33.0pp | 318.58%-296.9pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,671 | $3,641-54.1% | $4,487-62.8% | $3,952-57.7% |
| Admin fee / account holder | $7,791 | $8,189-4.9% | $7,966-2.2% | $6,261+24.4% |