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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 | $115,405 | $91,760+25.8% | $156,181-26.1% | $67,986+69.7% |
| Participation rate | 39.5% | 65.0%-25.5pp | 78.8%-39.3pp | 57.2%-17.7pp |
| Annual return | 17.28% | 18.14%-0.9pp | 64.87%-47.6pp | 31.67%-14.4pp |
| Employer contribution / active EE | $758 | $2,419-68.7% | $4,294-82.3% | $2,019-62.4% |
| Participant deferral / active EE | $1,623 | $3,960-59.0% | $6,132-73.5% | $3,358-51.7% |
| Admin fee / account holder | $4,469 | $3,949+13.2% | $14,586-69.4% | $3,203+39.5% |