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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 | $114,518 | $76,371+50.0% | $93,621+22.3% | $72,975+56.9% |
| Participation rate | 16.3% | 71.8%-55.4pp | 75.8%-59.5pp | 69.5%-53.2pp |
| Annual return | 24.36% | 25.82%-1.5pp | 32.76%-8.4pp | 81.01%-56.7pp |
| Employer contribution / active EE | $736 | $2,276-67.7% | $2,719-72.9% | $2,440-69.8% |
| Participant deferral / active EE | $1,003 | $3,538-71.7% | $4,070-75.4% | $3,608-72.2% |
| Admin fee / account holder | $911 | $6,839-86.7% | $7,890-88.5% | $5,124-82.2% |