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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 | $85,702 | $48,337+77.3% | $67,560+26.9% | $80,959+5.9% |
| Participation rate | 25.3% | 66.4%-41.2pp | 72.9%-47.7pp | 67.7%-42.4pp |
| Annual return | 16.22% | 18.26%-2.0pp | 3533.50%-3517.3pp | 35.67%-19.4pp |
| Employer contribution / active EE | $577 | $2,023-71.5% | $2,737-78.9% | $2,757-79.1% |
| Participant deferral / active EE | $782 | $2,928-73.3% | $4,004-80.5% | $4,300-81.8% |
| Admin fee / account holder | $4,961 | $3,695+34.2% | $3,994+24.2% | $6,925-28.4% |