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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 | $196,662 | $115,225+70.7% | $100,712+95.3% | $138,895+41.6% |
| Participation rate | 38.9% | 74.3%-35.4pp | 69.3%-30.4pp | 79.9%-41.0pp |
| Annual return | 15.41% | 40.35%-24.9pp | 33.27%-17.9pp | 145.39%-130.0pp |
| Employer contribution / active EE | $513 | $2,771-81.5% | $2,313-77.8% | $4,194-87.8% |
| Participant deferral / active EE | $917 | $4,699-80.5% | $4,085-77.6% | $6,396-85.7% |
| Admin fee / account holder | $775 | $10,844-92.9% | $9,256-91.6% | $12,562-93.8% |