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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 | $243,963 | $68,586+255.7% | $120,380+102.7% | $80,911+201.5% |
| Participation rate | 26.2% | 61.6%-35.4pp | 71.9%-45.7pp | 67.6%-41.5pp |
| Annual return | 23.05% | 23.62%-0.6pp | 107.28%-84.2pp | 35.63%-12.6pp |
| Employer contribution / active EE | $537 | $2,053-73.8% | $3,465-84.5% | $2,756-80.5% |
| Participant deferral / active EE | $661 | $3,174-79.2% | $4,992-86.8% | $4,297-84.6% |
| Admin fee / account holder | $1,477 | $5,733-74.2% | $9,421-84.3% | $6,935-78.7% |