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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 | $107,713 | $78,428+37.3% | $95,960+12.2% | $79,852+34.9% |
| Participation rate | 43.0% | 73.5%-30.5pp | 77.1%-34.0pp | 69.6%-26.6pp |
| Annual return | 16.21% | 19.37%-3.2pp | 91.63%-75.4pp | 31.72%-15.5pp |
| Employer contribution / active EE | $816 | $1,945-58.1% | $2,541-67.9% | $2,471-67.0% |
| Participant deferral / active EE | $1,119 | $3,440-67.5% | $4,167-73.1% | $3,740-70.1% |
| Admin fee / account holder | $3,522 | $5,622-37.4% | $6,797-48.2% | $5,306-33.6% |