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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 | $148,927 | $87,225+70.7% | $158,226-5.9% | $94,015+58.4% |
| Participation rate | 44.0% | 67.9%-23.9pp | 74.8%-30.8pp | 70.8%-26.8pp |
| Annual return | 18.04% | 16.34%+1.7pp | 501.41%-483.4pp | 17.84%+0.2pp |
| Employer contribution / active EE | $608 | $2,217-72.6% | $2,986-79.6% | $2,790-78.2% |
| Participant deferral / active EE | $1,246 | $3,405-63.4% | $4,317-71.1% | $4,249-70.7% |
| Admin fee / account holder | $2,910 | $7,888-63.1% | $10,217-71.5% | $8,951-67.5% |