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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 | $168,867 | $110,278+53.1% | $95,740+76.4% | $139,466+21.1% |
| Participation rate | 27.3% | 75.7%-48.5pp | 72.3%-45.0pp | 80.3%-53.1pp |
| Annual return | 8.68% | 27.19%-18.5pp | 28.41%-19.7pp | 373.66%-365.0pp |
| Employer contribution / active EE | $2,602 | $3,260-20.2% | $2,836-8.3% | $4,754-45.3% |
| Participant deferral / active EE | $279 | $4,674-94.0% | $4,244-93.4% | $6,712-95.8% |
| Admin fee / account holder | $14,947 | $6,613+126.0% | $5,676+163.3% | $11,409+31.0% |