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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 | $105,541 | $58,493+80.4% | $84,021+25.6% | $72,975+44.6% |
| Participation rate | 29.3% | 61.2%-32.0pp | 69.0%-39.7pp | 69.5%-40.2pp |
| Annual return | 19.13% | 28.93%-9.8pp | 71.32%-52.2pp | 81.01%-61.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $417 | $2,394-82.6% | $3,239-87.1% | $3,608-88.4% |
| Admin fee / account holder | $3,046 | $4,569-33.3% | $6,102-50.1% | $5,124-40.5% |