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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 | $100,291 | $91,559+9.5% | $133,978-25.1% | $79,856+25.6% |
| Participation rate | 44.0% | 73.3%-29.3pp | 79.8%-35.8pp | 69.6%-25.6pp |
| Annual return | 12.92% | 61.85%-48.9pp | 45.10%-32.2pp | 31.71%-18.8pp |
| Employer contribution / active EE | $741 | $2,384-68.9% | $3,919-81.1% | $2,471-70.0% |
| Participant deferral / active EE | $1,274 | $3,734-65.9% | $5,047-74.7% | $3,741-65.9% |
| Admin fee / account holder | $2,412 | $6,321-61.9% | $8,930-73.0% | $5,306-54.6% |