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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 | $126,422 | $108,825+16.2% | $156,181-19.1% | $82,448+53.3% |
| Participation rate | 42.1% | 72.4%-30.3pp | 78.8%-36.7pp | 68.1%-26.0pp |
| Annual return | 15.98% | 20.59%-4.6pp | 64.87%-48.9pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,108 | $2,870-61.4% | $4,294-74.2% | $2,551-56.6% |
| Participant deferral / active EE | $1,854 | $4,577-59.5% | $6,132-69.8% | $4,139-55.2% |
| Admin fee / account holder | $7,133 | $9,341-23.6% | $14,586-51.1% | $7,234-1.4% |