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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 | $119,387 | $89,370+33.6% | $141,197-15.4% | $72,976+63.6% |
| Participation rate | 25.0% | 75.1%-50.1pp | 82.5%-57.5pp | 69.5%-44.5pp |
| Annual return | 21.93% | 111.88%-89.9pp | 71.41%-49.5pp | 81.02%-59.1pp |
| Employer contribution / active EE | $700 | $3,115-77.5% | $4,736-85.2% | $2,440-71.3% |
| Participant deferral / active EE | $1,212 | $5,419-77.6% | $6,710-81.9% | $3,608-66.4% |
| Admin fee / account holder | $8,936 | $5,957+50.0% | $10,265-12.9% | $5,124+74.4% |