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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 | $119,702 | $88,672+35.0% | $105,223+13.8% | $82,448+45.2% |
| Participation rate | 17.6% | 67.9%-50.3pp | 75.0%-57.4pp | 68.1%-50.4pp |
| Annual return | 13.74% | 30.86%-17.1pp | 180.65%-166.9pp | 41.64%-27.9pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,068 | $4,036-73.5% | $5,072-78.9% | $4,139-74.2% |
| Admin fee / account holder | $501 | $7,146-93.0% | $8,859-94.3% | $7,234-93.1% |