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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 | $117,530 | $56,894+106.6% | $84,753+38.7% | $62,881+86.9% |
| Participation rate | 61.3% | 68.5%-7.2pp | 76.6%-15.3pp | 69.3%-8.0pp |
| Annual return | 5.60% | 6.30%-0.7pp | 22.78%-17.2pp | 20.14%-14.5pp |
| Employer contribution / active EE | $7,282 | $2,400+203.5% | $3,574+103.7% | $2,281+219.3% |
| Participant deferral / active EE | $769 | $2,709-71.6% | $3,712-79.3% | $3,203-76.0% |
| Admin fee / account holder | $21,963 | $3,581+513.3% | $5,333+311.8% | $4,296+411.3% |