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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 | $125,480 | $71,197+76.2% | $93,669+34.0% | $80,925+55.1% |
| Participation rate | 10.9% | 60.4%-49.5pp | 68.7%-57.8pp | 67.7%-56.7pp |
| Annual return | 11.23% | 11.27%0pp | 133.59%-122.4pp | 35.65%-24.4pp |
| Employer contribution / active EE | $431 | $1,565-72.4% | $2,424-82.2% | $2,756-84.4% |
| Participant deferral / active EE | $1,021 | $4,036-74.7% | $4,416-76.9% | $4,299-76.3% |
| Admin fee / account holder | $567 | $6,959-91.8% | $8,291-93.2% | $6,940-91.8% |