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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 | $131,973 | $96,268+37.1% | $143,412-8.0% | $86,983+51.7% |
| Participation rate | 15.6% | 74.6%-59.0pp | 78.5%-62.9pp | 69.5%-54.0pp |
| Annual return | 15.10% | 25.47%-10.4pp | 256.99%-241.9pp | 25.83%-10.7pp |
| Employer contribution / active EE | $437 | $3,080-85.8% | $3,748-88.3% | $2,584-83.1% |
| Participant deferral / active EE | $1,058 | $6,001-82.4% | $6,816-84.5% | $4,194-74.8% |
| Admin fee / account holder | $5,465 | $7,778-29.7% | $11,396-52.0% | $7,856-30.4% |