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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 | $136,279 | $85,766+58.9% | $136,2980% | $70,126+94.3% |
| Participation rate | 39.1% | 74.2%-35.1pp | 81.9%-42.9pp | 69.5%-30.5pp |
| Annual return | 17.20% | 31.46%-14.3pp | 5156.27%-5139.1pp | 73.15%-55.9pp |
| Employer contribution / active EE | $1,076 | $2,966-63.7% | $4,696-77.1% | $2,343-54.1% |
| Participant deferral / active EE | $1,449 | $5,051-71.3% | $6,247-76.8% | $3,332-56.5% |
| Admin fee / account holder | $4,454 | $5,421-17.8% | $9,244-51.8% | $4,645-4.1% |