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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 | $48,314+77.4% | $67,561+26.9% | $80,925+5.9% |
| Participation rate | 25.3% | 66.4%-41.1pp | 72.9%-47.6pp | 67.7%-42.4pp |
| Annual return | 16.22% | 18.28%-2.1pp | 3525.44%-3509.2pp | 35.65%-19.4pp |
| Employer contribution / active EE | $577 | $2,022-71.4% | $2,735-78.9% | $2,756-79.1% |
| Participant deferral / active EE | $782 | $2,927-73.3% | $4,003-80.5% | $4,299-81.8% |
| Admin fee / account holder | $4,961 | $3,690+34.5% | $4,006+23.8% | $6,940-28.5% |