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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 | $155,771 | $95,404+63.3% | $113,397+37.4% | $82,637+88.5% |
| Participation rate | 31.7% | 72.8%-41.1pp | 76.5%-44.8pp | 68.1%-36.3pp |
| Annual return | 13.54% | 19.08%-5.5pp | 23.20%-9.7pp | 53.51%-40.0pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,665 | $4,220-60.5% | $5,076-67.2% | $4,126-59.7% |
| Admin fee / account holder | $1,638 | $9,168-82.1% | $11,957-86.3% | $7,339-77.7% |