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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 | $83,887 | $54,541+53.8% | $78,778+6.5% | $70,126+19.6% |
| Participation rate | 40.0% | 60.8%-20.8pp | 69.2%-29.2pp | 69.5%-29.5pp |
| Annual return | 14.43% | 21.07%-6.6pp | 35.62%-21.2pp | 73.15%-58.7pp |
| Employer contribution / active EE | $538 | $1,089-50.6% | $1,986-72.9% | $2,343-77.0% |
| Participant deferral / active EE | $926 | $2,210-58.1% | $2,958-68.7% | $3,332-72.2% |
| Admin fee / account holder | $2,386 | $3,709-35.7% | $5,134-53.5% | $4,645-48.6% |