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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 | $114,093 | $54,541+109.2% | $78,778+44.8% | $70,126+62.7% |
| Participation rate | 42.4% | 60.8%-18.4pp | 69.2%-26.8pp | 69.5%-27.1pp |
| Annual return | 15.51% | 21.07%-5.6pp | 35.62%-20.1pp | 73.15%-57.6pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $599 | $2,210-72.9% | $2,958-79.8% | $3,332-82.0% |
| Admin fee / account holder | $4,798 | $3,709+29.4% | $5,134-6.5% | $4,645+3.3% |