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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 | $85,293 | $62,177+37.2% | $81,370+4.8% | $74,478+14.5% |
| Participation rate | 14.4% | 64.1%-49.7pp | 69.5%-55.1pp | 67.2%-52.8pp |
| Annual return | 11.82% | 16.62%-4.8pp | 24.85%-13.0pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $691 | $1,881-63.3% | $2,464-72.0% | $2,626-73.7% |
| Participant deferral / active EE | $1,056 | $3,219-67.2% | $3,885-72.8% | $4,350-75.7% |
| Admin fee / account holder | $2,711 | $1,927+40.7% | $5,749-52.8% | $1,946+39.3% |