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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 | $131,901 | $98,766+33.5% | $149,730-11.9% | $79,852+65.2% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.5%-20.4pp | 69.6%-7.6pp |
| Annual return | 16.74% | 27.43%-10.7pp | 276.70%-260.0pp | 31.72%-15.0pp |
| Employer contribution / active EE | $821 | $3,217-74.5% | $4,645-82.3% | $2,471-66.8% |
| Participant deferral / active EE | $1,367 | $5,681-75.9% | $6,843-80.0% | $3,740-63.5% |
| Admin fee / account holder | $3,914 | $6,052-35.3% | $9,310-58.0% | $5,306-26.2% |