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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 | $112,668 | $101,798+10.7% | $165,071-31.7% | $80,935+39.2% |
| Participation rate | 21.4% | 71.8%-50.4pp | 78.6%-57.2pp | 67.7%-46.2pp |
| Annual return | 19.86% | 16.73%+3.1pp | 70.17%-50.3pp | 35.66%-15.8pp |
| Employer contribution / active EE | $1,246 | $2,954-57.8% | $4,347-71.3% | $2,757-54.8% |
| Participant deferral / active EE | $1,246 | $4,476-72.2% | $6,035-79.4% | $4,299-71.0% |
| Admin fee / account holder | $494 | $8,221-94.0% | $12,695-96.1% | $6,924-92.9% |