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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 | $177,429 | $98,760+79.7% | $149,715+18.5% | $79,858+122.2% |
| Participation rate | 29.4% | 75.8%-46.4pp | 82.5%-53.1pp | 69.6%-40.2pp |
| Annual return | 13.66% | 27.43%-13.8pp | 276.66%-263.0pp | 31.72%-18.1pp |
| Employer contribution / active EE | $1,107 | $3,217-65.6% | $4,645-76.2% | $2,471-55.2% |
| Participant deferral / active EE | $1,870 | $5,681-67.1% | $6,842-72.7% | $3,740-50.0% |
| Admin fee / account holder | $2,573 | $6,053-57.5% | $9,310-72.4% | $5,306-51.5% |