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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 | $134,688 | $85,766+57.0% | $136,298-1.2% | $70,126+92.1% |
| Participation rate | 28.6% | 74.2%-45.6pp | 81.9%-53.3pp | 69.5%-41.0pp |
| Annual return | 18.10% | 31.46%-13.4pp | 5156.27%-5138.2pp | 73.15%-55.0pp |
| Employer contribution / active EE | $996 | $2,966-66.4% | $4,696-78.8% | $2,343-57.5% |
| Participant deferral / active EE | $1,519 | $5,051-69.9% | $6,247-75.7% | $3,332-54.4% |
| Admin fee / account holder | $1,639 | $5,421-69.8% | $9,244-82.3% | $4,645-64.7% |