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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 | $140,274 | $115,225+21.7% | $100,712+39.3% | $138,895+1.0% |
| Participation rate | 44.4% | 74.3%-29.9pp | 69.3%-24.8pp | 79.9%-35.5pp |
| Annual return | 10.56% | 40.35%-29.8pp | 33.27%-22.7pp | 145.39%-134.8pp |
| Employer contribution / active EE | $552 | $2,771-80.1% | $2,313-76.1% | $4,194-86.8% |
| Participant deferral / active EE | $818 | $4,699-82.6% | $4,085-80.0% | $6,396-87.2% |
| Admin fee / account holder | $89,073 | $10,844+721.4% | $9,256+862.3% | $12,562+609.1% |