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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 | $123,790 | $94,031+31.6% | $115,768+6.9% | $82,448+50.1% |
| Participation rate | 32.1% | 70.4%-38.3pp | 74.4%-42.3pp | 68.1%-35.9pp |
| Annual return | 16.61% | 20.61%-4.0pp | 100.46%-83.8pp | 41.64%-25.0pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,086 | $3,972-72.7% | $4,917-77.9% | $4,139-73.8% |
| Admin fee / account holder | $7,605 | $10,249-25.8% | $12,439-38.9% | $7,234+5.1% |