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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 | $166,773 | $91,559+82.1% | $133,971+24.5% | $79,852+108.9% |
| Participation rate | 32.2% | 73.3%-41.2pp | 79.8%-47.7pp | 69.6%-37.5pp |
| Annual return | 21.93% | 61.85%-39.9pp | 45.09%-23.2pp | 31.72%-9.8pp |
| Employer contribution / active EE | $815 | $2,384-65.8% | $3,919-79.2% | $2,471-67.0% |
| Participant deferral / active EE | $1,685 | $3,734-54.9% | $5,047-66.6% | $3,740-55.0% |
| Admin fee / account holder | $3,288 | $6,321-48.0% | $8,929-63.2% | $5,306-38.0% |