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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 | $247,446 | $89,259+177.2% | $107,187+130.9% | $82,637+199.4% |
| Participation rate | 17.9% | 67.9%-50.0pp | 75.0%-57.1pp | 68.1%-50.2pp |
| Annual return | 18.59% | 21.02%-2.4pp | 204.55%-186.0pp | 53.51%-34.9pp |
| Employer contribution / active EE | $952 | $3,080-69.1% | $3,782-74.8% | $2,552-62.7% |
| Participant deferral / active EE | $1,639 | $4,037-59.4% | $5,096-67.8% | $4,126-60.3% |
| Admin fee / account holder | $3,577 | $7,381-51.5% | $9,162-61.0% | $7,339-51.3% |