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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 | $125,703 | $102,245+22.9% | $89,340+40.7% | $137,256-8.4% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 20.45% | 21.89%-1.4pp | 20.57%-0.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $132 | $2,529-94.8% | $2,231-94.1% | $4,156-96.8% |
| Participant deferral / active EE | $273 | $4,436-93.9% | $3,823-92.9% | $6,407-95.7% |
| Admin fee / account holder | $1,453 | $8,085-82.0% | $6,704-78.3% | $12,270-88.2% |