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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 | $125,342 | $87,106+43.9% | $105,607+18.7% | $80,935+54.9% |
| Participation rate | 23.2% | 70.4%-47.2pp | 75.3%-52.1pp | 67.7%-44.4pp |
| Annual return | 16.98% | 17.01%0pp | 116.11%-99.1pp | 35.66%-18.7pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,167-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $987 | $3,986-75.2% | $5,011-80.3% | $4,299-77.0% |
| Admin fee / account holder | $1,885 | $8,447-77.7% | $10,958-82.8% | $6,924-72.8% |