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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 | $158,468 | $64,359+146.2% | $90,161+75.8% | $70,126+126.0% |
| Participation rate | 4.5% | 70.4%-65.9pp | 76.9%-72.3pp | 69.5%-65.0pp |
| Annual return | 16.04% | 28.13%-12.1pp | 34.89%-18.8pp | 73.15%-57.1pp |
| Employer contribution / active EE | $274 | $2,046-86.6% | $3,318-91.7% | $2,343-88.3% |
| Participant deferral / active EE | $450 | $4,389-89.7% | $5,287-91.5% | $3,332-86.5% |
| Admin fee / account holder | $4,835 | $3,945+22.6% | $5,943-18.6% | $4,645+4.1% |