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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 | $156,814 | $54,541+187.5% | $78,778+99.1% | $70,126+123.6% |
| Participation rate | 49.1% | 60.8%-11.7pp | 69.2%-20.1pp | 69.5%-20.5pp |
| Annual return | 15.15% | 21.07%-5.9pp | 35.62%-20.5pp | 73.15%-58.0pp |
| Employer contribution / active EE | $220 | $1,089-79.8% | $1,986-88.9% | $2,343-90.6% |
| Participant deferral / active EE | $879 | $2,210-60.2% | $2,958-70.3% | $3,332-73.6% |
| Admin fee / account holder | $2,382 | $3,709-35.8% | $5,134-53.6% | $4,645-48.7% |