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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 | $117,248 | $86,288+35.9% | $111,306+5.3% | $85,851+36.6% |
| Participation rate | 30.8% | 73.3%-42.6pp | 77.3%-46.6pp | 69.3%-38.6pp |
| Annual return | 18.18% | 19.99%-1.8pp | 54.67%-36.5pp | 318.63%-300.5pp |
| Employer contribution / active EE | $611 | $2,044-70.1% | $2,732-77.6% | $2,565-76.2% |
| Participant deferral / active EE | $1,245 | $3,641-65.8% | $4,488-72.3% | $3,952-68.5% |
| Admin fee / account holder | $940 | $8,189-88.5% | $7,966-88.2% | $6,261-85.0% |