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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 | $112,765 | $93,598+20.5% | $135,974-17.1% | $75,173+50.0% |
| Participation rate | 35.7% | 75.2%-39.5pp | 81.9%-46.2pp | 67.2%-31.5pp |
| Annual return | 19.68% | 30.89%-11.2pp | 68.30%-48.6pp | 160.72%-141.0pp |
| Employer contribution / active EE | $1,342 | $3,538-62.1% | $4,859-72.4% | $2,671-49.8% |
| Participant deferral / active EE | $2,344 | $6,405-63.4% | $7,760-69.8% | $4,126-43.2% |
| Admin fee / account holder | $1,784 | $6,978-74.4% | $10,767-83.4% | $5,651-68.4% |