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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 | $149,677 | $81,476+83.7% | $102,383+46.2% | $80,925+85.0% |
| Participation rate | 27.4% | 66.8%-39.4pp | 74.5%-47.1pp | 67.7%-40.3pp |
| Annual return | 11.30% | 25.59%-14.3pp | 24.94%-13.6pp | 35.65%-24.3pp |
| Employer contribution / active EE | $1,699 | $3,105-45.3% | $3,870-56.1% | $2,756-38.4% |
| Participant deferral / active EE | $1,041 | $3,871-73.1% | $5,060-79.4% | $4,299-75.8% |
| Admin fee / account holder | $1,569 | $6,717-76.6% | $8,391-81.3% | $6,940-77.4% |