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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 | $135,885 | $110,212+23.3% | $96,534+40.8% | $139,466-2.6% |
| Participation rate | 41.2% | 78.1%-36.9pp | 76.0%-34.8pp | 80.3%-39.2pp |
| Annual return | 21.49% | 26.42%-4.9pp | 25.88%-4.4pp | 373.66%-352.2pp |
| Employer contribution / active EE | $1,290 | $3,620-64.4% | $2,965-56.5% | $4,754-72.9% |
| Participant deferral / active EE | $990 | $5,547-82.2% | $4,851-79.6% | $6,712-85.3% |
| Admin fee / account holder | $1,241 | $11,599-89.3% | $8,253-85.0% | $11,409-89.1% |