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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 | $184,933 | $117,859+56.9% | $102,438+80.5% | $145,959+26.7% |
| Participation rate | 50.0% | 78.6%-28.6pp | 76.5%-26.5pp | 80.3%-30.3pp |
| Annual return | 15.86% | 31.72%-15.9pp | 29.37%-13.5pp | 561.95%-546.1pp |
| Employer contribution / active EE | $978 | $3,615-73.0% | $3,024-67.7% | $4,661-79.0% |
| Participant deferral / active EE | $879 | $5,732-84.7% | $5,054-82.6% | $6,689-86.9% |
| Admin fee / account holder | $3,145 | $13,318-76.4% | $9,448-66.7% | $13,398-76.5% |