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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 | $129,544 | $86,332+50.1% | $125,180+3.5% | $65,185+98.7% |
| Participation rate | 27.9% | 75.3%-47.4pp | 79.8%-51.9pp | 70.2%-42.3pp |
| Annual return | 24.28% | 27.43%-3.1pp | 43.79%-19.5pp | 29.38%-5.1pp |
| Employer contribution / active EE | $723 | $2,040-64.6% | $3,866-81.3% | $2,177-66.8% |
| Participant deferral / active EE | $1,441 | $3,537-59.3% | $4,937-70.8% | $3,514-59.0% |
| Admin fee / account holder | $1,288 | $609+111.3% | $9,703-86.7% | $847+52.0% |