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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 | $131,156 | $101,950+28.6% | $125,529+4.5% | $86,983+50.8% |
| Participation rate | 32.0% | 70.2%-38.2pp | 74.7%-42.7pp | 69.5%-37.5pp |
| Annual return | 19.22% | 18.29%+0.9pp | 202.56%-183.3pp | 25.83%-6.6pp |
| Employer contribution / active EE | $639 | $2,358-72.9% | $3,058-79.1% | $2,584-75.3% |
| Participant deferral / active EE | $1,581 | $3,862-59.1% | $4,813-67.1% | $4,194-62.3% |
| Admin fee / account holder | $1,136 | $12,791-91.1% | $16,298-93.0% | $7,856-85.5% |