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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 | $128,072 | $223,823-42.8% | $211,142-39.3% | $154,746-17.2% |
| Participation rate | 25.0% | 87.9%-62.9pp | 87.3%-62.3pp | 80.7%-55.7pp |
| Annual return | 17.65% | 50.39%-32.7pp | 46.84%-29.2pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,741 | $6,787-74.3% | $6,442-73.0% | $4,379-60.2% |
| Participant deferral / active EE | $3,214 | $9,750-67.0% | $9,284-65.4% | $6,730-52.2% |
| Admin fee / account holder | $778 | $19,707-96.1% | $19,076-95.9% | $14,365-94.6% |