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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 | $162,318 | $81,233+99.8% | $155,567+4.3% | $80,874+100.7% |
| Participation rate | 25.0% | 66.2%-41.2pp | 78.2%-53.2pp | 67.6%-42.6pp |
| Annual return | 48.73% | 33.33%+15.4pp | 64.74%-16.0pp | 35.62%+13.1pp |
| Employer contribution / active EE | $571 | $3,101-81.6% | $4,674-87.8% | $2,756-79.3% |
| Participant deferral / active EE | $885 | $3,452-74.4% | $5,628-84.3% | $4,297-79.4% |
| Admin fee / account holder | $556 | $7,998-93.0% | $15,916-96.5% | $6,935-92.0% |