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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 | $62,166+37.2% | $81,286+4.9% | $74,429+14.6% |
| Participation rate | 14.4% | 64.1%-49.7pp | 69.5%-55.1pp | 67.2%-52.8pp |
| Annual return | 11.82% | 16.50%-4.7pp | 24.80%-13.0pp | 1368.38%-1356.6pp |
| Employer contribution / active EE | $691 | $1,881-63.3% | $2,463-72.0% | $2,625-73.7% |
| Participant deferral / active EE | $1,056 | $3,223-67.2% | $3,883-72.8% | $4,348-75.7% |
| Admin fee / account holder | $2,711 | $1,925+40.9% | $5,764-53.0% | $1,944+39.4% |