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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 | $140,798 | $73,787+90.8% | $98,716+42.6% | $82,448+70.8% |
| Participation rate | 20.9% | 61.4%-40.5pp | 69.3%-48.4pp | 68.1%-47.2pp |
| Annual return | 16.65% | 18.57%-1.9pp | 31.81%-15.2pp | 41.64%-25.0pp |
| Employer contribution / active EE | $365 | $1,511-75.9% | $2,279-84.0% | $2,551-85.7% |
| Participant deferral / active EE | $707 | $3,081-77.1% | $4,048-82.5% | $4,139-82.9% |
| Admin fee / account holder | $1,344 | $6,500-79.3% | $8,703-84.6% | $7,234-81.4% |