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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 | $116,860 | $87,733+33.2% | $106,555+9.7% | $85,847+36.1% |
| Participation rate | 22.2% | 71.9%-49.7pp | 76.1%-53.9pp | 69.3%-47.1pp |
| Annual return | 13.06% | 21.86%-8.8pp | 26.80%-13.7pp | 318.61%-305.5pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $556 | $3,469-84.0% | $4,399-87.4% | $3,952-85.9% |
| Admin fee / account holder | $817 | $6,767-87.9% | $7,408-89.0% | $6,261-87.0% |