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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 | $180,670 | $73,978+144.2% | $96,515+87.2% | $75,173+140.3% |
| Participation rate | 7.9% | 66.4%-58.5pp | 74.3%-66.5pp | 67.2%-59.3pp |
| Annual return | 14.71% | 26.72%-12.0pp | 35.73%-21.0pp | 160.72%-146.0pp |
| Employer contribution / active EE | $0 | $2,931-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,064 | $3,660-70.9% | $4,880-78.2% | $4,126-74.2% |
| Admin fee / account holder | $7,069 | $5,219+35.4% | $6,735+4.9% | $5,651+25.1% |